BlackRock LifePath 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: | 28.11M | | Year-to-Date Return: | 2.72% | | Yield: | 1.65% | | Morningstar Rating: | N/A | | Fund Inception Date: | Jun 29, 2010 |
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Alan Mason
Lead Manager since Jun 29, 2010 | | | 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: | 2,000,000 | | 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 be managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2035.
The fund invests all of its assets in the 2035 Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of March 31, 2012, LifePath 2035 Portfolio held approximately 78% of its assets in underlying funds that invest primarily in equity securities, 22% of its assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments. |
| Last Dividend
(Mar 27, 2013)
:
| 0.03 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 3, 2013)
:
| 4.00% | | Average for Category: | 26.29% |
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| Expense | LPJIX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.75% | 0.47% | | Prospectus Net Expense Ratio: | 0.85% | N/A | | Prospectus Gross Expense Ratio: | 2.09% | 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*: | 338 | 548 | | 5 Yr Expense Projection*: | 608 | 848 | | 10 Yr Expense Projection*: | 1,381 | 1,779 |
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0.07(0.53%) Jun 17