Multi Asset

BIPDX

LifePath Smart Beta 2025 Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
-5.70 5.40 3.85 8.60 4.57
Benchmark (%) Index: LifePath Smart Beta 2025 Custom Benchmark.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. -4.82 5.28 3.98 7.96 3.99
Morningstar Category Avg. (%) Target-Date 2025 -5.34 5.05 3.71 8.55 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 132/226 57/189 57/146 33/73 -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 3 2 2 2 -
Lipper Category Avg. (%) Mixed-Asset Target 2025 Funds -5.22 4.86 3.55 8.59 -
Lipper Ranking Rankings are based on total return excluding sales charges. 128/217 55/181 48/139 29/60 -
Lipper Quartile Rankings are based on total return excluding sales charges. 3 2 2 2 -
  YTD 1m 3m 1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
-5.70 -3.89 -7.53 -5.70 17.10 20.80 128.22 68.71
Benchmark (%) Index: LifePath Smart Beta 2025 Custom Benchmark.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. -4.82 -3.61 -6.96 -4.82 16.70 21.52 115.12 57.97
Morningstar Category Avg. (%) Target-Date 2025 -5.34 -3.88 -7.47 -5.34 15.94 20.00 127.20 -
Lipper Category Avg. (%) Mixed-Asset Target 2025 Funds -5.22 -3.77 -7.22 -5.22 15.33 19.09 128.64 -
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Jan 18, 2019 $2.5 M
Size of Fund (Millions) as of Jan 18, 2019 $25.7 M
Share Class launch date Apr 20, 2007
Asset Class MultiAsset
Morningstar Category Target-Date 2025
Lipper Classification Mixed-Asset Target 2025 Funds
Benchmark Index LifePath Smart Beta 2025 Custom Benchmark
CUSIP 09256H583
Max Offer Price as of Jan 18, 2019 $9.97
Open to New Investors Yes
Turnover Percent as of Dec 31, 2018 106%

Portfolio Characteristics

Portfolio Characteristics

R-Squared as of Dec 31, 2018 0.01
Average Market Cap (Millions) The average size of the securities the fund invests in. as of Dec 31, 2018 $ 6,167.8 M
Best 3-Month Return Over the Last 3 Years 3 months ending May 31, 2016 6.92%
Worst 3-Month Return Over the Last 3 Years 3 months ending Dec 31, 2018 -7.53%
Fund Standard Deviation (3y) as of Dec 31, 2018 6.63
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Lipper Leader

 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Dec 31, 2018 out of 180, 4,634, 181, 123 and 181 Funds, respectively in Lipper's Mixed-Asset Target 2025 Funds classification.

Morningstar Analyst Rating

Morningstar Analyst Rating - Bronze
Morningstar has awarded the Fund a Bronze medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Nov 19, 2018) ‡

Holdings

Holdings

as of Dec 31, 2018
Name Weight (%)
ISHARES EDGE INVESTMENT GRADE ENHA 22.42
ISHS EDGE MSCI MULTIFACTOR USA ETF 19.40
ISHARES EDGE MSCI MIN VOL USA ETF 12.39
ISHS EDG MSCI MULTIFCTR INTL ETF 9.84
ISHARES EDGE HIGH YIELD DEFENSIVE 7.12
Name Weight (%)
ISHS EDG MSCI MINVOL EAFE ETF(USD) 6.26
ISHARES TIPS BOND ETF 5.98
BLACKROCK TOTAL FACTOR FUND- CLASS 5.10
ISHARES GLOBAL REIT ETF 4.26
ISHS EDG MSCI MULTFCT USA SMCP ETF 3.00

Exposure Breakdowns

Exposure Breakdowns

as of Dec 31, 2018

% of Market Value

Type Fund
as of Dec 31, 2018

% of Market Value

Type Fund
Allocation subject to change
"Other" includes investments in the BlackRock Total Factor Fund (invests in equity, fixed income and other securities)
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Matthew O’Hara
Co-Head of LifePath

   

Andrew Ang
Head of Factor Investing Strategies

   

Ked Hogan
Head of Investments for BlackRock’s Factor-Based Strategies Group

  

Portfolio Manager

Literature

Literature

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