BlackRock Lifepath Index 2035 Instl
Park Avenue Plaza,55 East 52nd StreetNew York, NY 10055
Map
Phone: 800-441-7762
| Category: | Target Date 2031-2035 | | Fund Family: | BlackRock | | Net Assets: | 113.10M | | Year-to-Date Return: | 3.62% | | Yield: | 1.60% | | Morningstar Rating: | N/A | | Fund Inception Date: | May 30, 2011 |
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Alan Mason
Lead Manager since May 30, 2011 | | | Mme Gambon est employée de BGFA et BGI. Elle est membre de l'équipe de gestion de la répartition d'actifs en portefeuille depuis avril 2007. Avant de devenir membre de cette équipe, Mme Gambon était gestionnaire active de produits d'actions auprès de BGI de 2001 à 2004 et, en octobre 2004, elle est devenue chef du processus de gestion de portefeuille à BGI. |
| Min Initial Investment: | 2,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to maximize return consistent with the quantitatively measured risk that investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2035 may be willing to accept.
The fund is a "feeder" fund that invests all of its assets in the Master Portfolio. As of March 31, 2012, the Portfolio held approximately 77% of its assets in underlying funds designed to track particular equity indexes, 22% of its assets in underlying funds designed to track particular bond indexes and the remainder of its assets in underlying funds that invest primarily in money market instruments. |
| Last Dividend
(Mar 27, 2013)
:
| 0.04 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 16, 2013)
:
| 1.00% | | Average for Category: | 26.29% |
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| Expense | LIJIX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.20% | 0.47% | | Prospectus Net Expense Ratio: | 0.27% | N/A | | Prospectus Gross Expense Ratio: | 8.26% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.25% | | Max Deferred Sales Load:
| N/A | 1.93% | | 3 Yr Expense Projection*: | 304 | 548 | | 5 Yr Expense Projection*: | 601 | 848 | | 10 Yr Expense Projection*: | 1,446 | 1,779 |
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0.03(0.27%) May 24