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Multi Asset

BRPBX

LifePath Smart Beta Retirement Fund

Overview

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Performance

Performance

  • Returns

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.

The Fund’s returns between December 31, 2014 and November 17, 2016 are the returns of the Fund when it followed different investment strategies under the name “BlackRock LifePath® Active Retirement Fund.” The Fund’s returns between November 27, 2012 and December 30, 2014 are the returns of the Fund when it followed a different investment objective and different investment strategies under the name “LifePath Active 2015 Portfolio.” The Fund’s returns prior to November 27, 2012 are the returns of the Fund when it followed a different glide path under the name “BlackRock Prepared Portfolio 2015.”

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 Feb 24, 2020 $7.9 M
Size of Fund (Millions) as of Feb 24, 2020 $24.5 M
Share Class launch date Apr 20, 2007
Asset Class MultiAsset
Morningstar Category Target-Date Retirement
Lipper Classification Mixed-Asset Target Today Funds
Benchmark Index LifePath Smart Beta Retirement Custom Benchmark
CUSIP 09256H633
Max Offer Price as of Feb 24, 2020 $10.57
Open to New Investors Yes
Turnover Percent as of Jan 31, 2020 82%

Ratings

Ratings

Morningstar Rating

5
Overall Morningstar Rating for LifePath Smart Beta Retirement Fund, Retirement, as of Jan 31, 2020 rated against 157 Target-Date Retirement Funds based on risk adjusted total return.

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, 2019 out of 147, 4,665, 147, 84 and 147 Funds, respectively in Lipper's Mixed-Asset Target Today Funds classification.

Holdings

Holdings

as of Jan 31, 2020
Name Weight (%)
ISHARES US TREASURY BOND ETF 21.28
ISHARES EDGE INVESTMENT GRADE ENHA 16.15
BLACKROCK TOTAL FACTOR FUND- CLASS 9.97
ISHARES TIPS BOND ETF 8.01
ISHS EDG MSCI USA QUL FCT ETF(USD) 7.53
Name Weight (%)
ISHARES EDGE MSCI MIN VOL USA ETF 5.62
ISHARES EDGE HIGH YIELD DEFENSIVE 5.39
ISHS EDG MSCI USA VAL FCT ETF(USD) 4.78
Small Cap Index Master for BR_2015 3.21
ISHS EDGE MSCI INTL QUAL FACT ETF 2.92

Exposure Breakdowns

Exposure Breakdowns

as of Jan 31, 2020

% of Market Value

Type Fund
Allocation subject to change
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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