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Multi Asset

BLLIX

LifePath Smart Beta 2055 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.
22.28 9.92 7.10 - 8.57
Benchmark (%) Index: LifePath Smart Beta 2055 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. 26.95 12.30 8.54 - 9.51
Morningstar Category Avg. (%) Target-Date 2055 24.91 11.38 8.01 9.19 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 211/229 180/191 135/149 - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 4 4 4 - -
Lipper Category Avg. (%) Mixed-Asset Target 2055 Funds 24.71 11.29 7.96 9.29 -
Lipper Ranking Rankings are based on total return excluding sales charges. 201/219 170/181 128/141 - -
Lipper Quartile Rankings are based on total return excluding sales charges. 4 4 4 - -
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 prior to November 18, 2016 are the returns of the Fund when it followed different investment strategies under the name “BlackRock LifePath® Active 2055 Fund.” 

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 25, 2020 $0.1 M
Size of Fund (Millions) as of Feb 25, 2020 $8.7 M
Share Class launch date Feb 28, 2013
Asset Class MultiAsset
Morningstar Category Target-Date 2055
Lipper Classification Mixed-Asset Target 2055 Funds
Benchmark Index LifePath Smart Beta 2055 Custom Benchmark
CUSIP 09257E852
Max Offer Price as of Feb 25, 2020 $11.23
Open to New Investors Yes
Turnover Percent as of Jan 31, 2020 124%

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, 2019 out of 181, 4,665, 182, 109 and 182 Funds, respectively in Lipper's Mixed-Asset Target 2055 Funds classification.

Holdings

Holdings

as of Jan 31, 2020
Name Weight (%)
ISHS EDG MSCI USA QUL FCT ETF(USD) 18.18
ISHARES EDGE MSCI MIN VOL USA ETF 13.26
ISHS EDG MSCI USA VAL FCT ETF(USD) 11.81
ISHS EDGE MSCI INTL QUAL FACT ETF 10.29
ISHS EDG MSCI MINVOL EAFE ETF(USD) 7.83
Name Weight (%)
ISHARES CORE MSCI EMERGING MARKETS 7.60
ISHS EDGE MSCI INTL VALUE FCTR ETF 5.66
ISHS EDG MSCI USA SZ FCTR ETF(USD) 4.97
ISHARES GLOBAL REIT ETF 4.86
ISHS EDG MSCI USA MOM FCT ETF(USD) 4.12

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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