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    BlackRock LifePath 2040 K (LPSFX)

    19.42 Up 0.06(0.31%) Apr 24
    Prev Close:19.36
    YTD Return*:2.53%
    Net Assets*:698.81M
    Yield*:1.74%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for LPSFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MIP Active Stock Master29.58N/A
    BlackRock Russell 1000 Index T18.17N/A
    MIP International Tilts Master Portfolio18.11N/A
    iShares Cohen & Steers REIT6.44N/A
    BlackRock CoreAlpha Bond Investor A5.93N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:698.81M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.34%

    Performance & Risk

    YTD Return:2.53%
    5y Avg Return:9.37%
    Rank in Category (ytd):53
    % Rank in Category (ytd):20.7%
    Beta (3y):1.31
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund invests all of its assets in the 2040 Master Portfolio which allocates and reallocates its assets among a combination of the equity, bond and money market funds. As of March 31, 2014, LifePath 2040 Portfolio held approximately 80% of its assets in underlying funds that invest primarily in equity securities, 20% 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. View More
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