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Multi Asset

BKJKX

LifePath Smart Beta 2060 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.
23.31 - - - 7.88
Benchmark (%) Index: LifePath Smart Beta 2060 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.

as of Dec 31, 2019

26.95 - - - 10.55
Morningstar Category Avg. (%) Target-Date 2060+

as of Dec 31, 2019

25.15 11.50 8.37 - -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking.

as of Dec 31, 2019

190/216 - - - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking.

as of Dec 31, 2019

4 - - - -
Lipper Ranking Rankings are based on total return excluding sales charges.

as of Dec 31, 2019

164/189 - - - -
Lipper Quartile Rankings are based on total return excluding sales charges.

as of Dec 31, 2019

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.

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 24, 2020 $1.0 M
Size of Fund (Millions) as of Jan 24, 2020 $2.0 M
Share Class launch date May 31, 2017
Asset Class MultiAsset
Morningstar Category Target-Date 2060+
Lipper Classification Mixed-Asset Target 2060 Fds
Benchmark Index LifePath Smart Beta 2060 Custom Benchmark.
CUSIP 09257E589
Max Offer Price as of Jan 24, 2020 $10.92
Open to New Investors Yes
Turnover Percent as of Dec 31, 2019 126%

Ratings

Ratings

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 15, 2019) ‡

Holdings

Holdings

as of Dec 31, 2019
Name Weight (%)
ISHS EDG MSCI USA QUL FCT ETF(USD) 18.07
ISHARES EDGE MSCI MIN VOL USA ETF 13.16
ISHS EDG MSCI USA VAL FCT ETF(USD) 11.81
ISHS EDGE MSCI INTL QUAL FACT ETF 10.04
ISHS EDG MSCI MINVOL EAFE ETF(USD) 7.94
Name Weight (%)
ISHARES CORE MSCI EMERGING MARKETS 7.93
ISHS EDGE MSCI INTL VALUE FCTR ETF 5.58
ISHS EDG MSCI USA SZ FCTR ETF(USD) 4.79
ISHARES GLOBAL REIT ETF 4.77
ISHS EDG MSCI USA MOM FCT ETF(USD) 4.09

Exposure Breakdowns

Exposure Breakdowns

as of Dec 31, 2019

% 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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