Multi Asset

BAPGX

LifePath Smart Beta 2035 Fund

Overview

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Performance

Performance

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 November 27, 2012 and November 17, 2016 are the returns of the Fund when it followed different investment strategies under the name “BlackRock LifePath® Active 2035 Fund.” 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 2035.”

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 Jul 02, 2020 $4.5 M
Size of Fund (Millions) as of Jul 02, 2020 $13.7 M
Share Class launch date Apr 20, 2007
Asset Class MultiAsset
Morningstar Category Target-Date 2035
Lipper Classification Mixed-Asset Target 2035 Funds
Benchmark Index LifePath Smart Beta 2035 Custom Benchmark
CUSIP 09256H518
Max Offer Price as of Jul 02, 2020 $10.55
Open to New Investors Yes
Turnover Percent in the Annual Report as of Jun 30, 2020 91%

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 May 31, 2020 out of 194, 4,755, 194, 31 and 194 Funds, respectively in Lipper's Mixed-Asset Target 2035 Funds classification.

Holdings

Holdings

as of May 29, 2020
Name Weight (%)
ISHS EDG MSCI USA MOM FCT ETF(USD) 14.04
ISHS EDG MSCI USA VAL FCT ETF(USD) 8.95
ISHARES EDGE MSCI MIN VOL USA ETF 7.43
ISHARES US TREASURY BOND ETF 7.43
ISHS EDG MSCI USA QUL FCT ETF(USD) 7.07
Name Weight (%)
ISHARES CORE MSCI EMERGING MARKETS 6.91
ISHS EDGE MSCI INTL MOM FACTOR ETF 6.19
ISHS EDGE MSCI INTL QUAL FACT ETF 5.93
ISHARES EDGE INVESTMENT GRADE ENHA 5.53
ISHARES TIPS BOND ETF 4.63

Exposure Breakdowns

Exposure Breakdowns

as of May 29, 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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