Multi Asset

BAPRX

LifePath Smart Beta 2060 Fund

Overview

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Performance

Performance

  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.
-2.59 2.76 - - 2.81
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. 1.17 6.09 - - 6.13
Morningstar Category Avg. (%) Target-Date 2060+ 1.62 5.83 6.41 - -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 244/254 165/165 - - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 4 4 - - -
Lipper Ranking Rankings are based on total return excluding sales charges. 194/202 155/155 - - -
Lipper Quartile Rankings are based on total return excluding sales charges. 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.

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 $1.2 M
Size of Fund (Millions) as of Jul 02, 2020 $2.3 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 09257E597
Max Offer Price as of Jul 02, 2020 $9.83
Open to New Investors Yes
Turnover Percent in the Annual Report 126%

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 152, 4,755, 152, 109 and 152 Funds, respectively in Lipper's Mixed-Asset Target 2060 Fds classification.

Holdings

Holdings

as of May 29, 2020
Name Weight (%)
ISHS EDG MSCI USA MOM FCT ETF(USD) 17.78
ISHS EDG MSCI USA VAL FCT ETF(USD) 11.55
ISHARES CORE MSCI EMERGING MARKETS 9.51
ISHARES EDGE MSCI MIN VOL USA ETF 9.32
ISHS EDG MSCI USA QUL FCT ETF(USD) 8.96
Name Weight (%)
ISHS EDGE MSCI INTL MOM FACTOR ETF 8.10
ISHS EDGE MSCI INTL QUAL FACT ETF 7.60
ISHS EDGE MSCI INTL VALUE FCTR ETF 5.40
ISHS EDG MSCI MINVOL EAFE ETF(USD) 5.19
ISHS EDG MSCI USA SZ FCTR ETF(USD) 4.71

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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