Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2040 Instl (STLEX)

17.24 0.00 (0.00%)
As of 8:48 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • Raymond James
  • Raymond James WRAP Eligible
  • Mid Atlantic Capital Group
  • Securities America Inc.
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund allocates and reallocates its assets among a combination of equity, bond and money market funds (the "underlying funds") and derivatives in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2040.

Fund Overview

Category Target-Date 2040
Fund Family BlackRock
Net Assets 343.94M
YTD Return 6.86%
Yield 2.88%
Morningstar Rating
Inception Date Apr 30, 2001

Performance & Risk

YTD Return 3.73%
5y Average Return 8.15%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

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