The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. Mason earned a BA degree in music from Baylor University in , summa cum laude, an MA degree in musicology from the University of Louisville in , with honors, and an MA degree in ethnomusicology from University of California Berkeley in
BlackRock believes the enhanced glidepath better supports stable consumption at retirement. Initially, the discrete allocation to long duration bonds was introduced to manage longevity risk, but BlackRock believes longevity risk is now accounted for in its aforementioned expanded research methodology.
The table below shows the current target allocation to long bonds as of January 1, is as follows: The funds will continue to maintain their existing allocation to real return bonds, which is intended to mitigate inflation risk. Background The BlackRock LifePath Index Series of Target Date Funds are designed to provide broad diversification by asset class and geographic region, while incorporating non-traditional asset classes such as real estate and infrastructure. The strategy employs a single manager structure BlackRock with the underlying funds employing passive management.
The glidepath is rebalanced quarterly with no tactical deviations. The glidepath seeks to maximize returns for younger participants, while hedging the three primary risks facing retirees: The LifePath funds are available with target retirement dates ranging from , along with the retirement fund.
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The principal value is not guaranteed at any time, including at the target date. Securities and Exchange Commission. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. The Manager Research Group uses this five pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark, or in the case of exchange-traded funds and index mutual funds, a relevant peer group, over the long term on a risk-adjusted basis.
They consider quantitative and qualitative factors in their research, and the weight of each pillar may vary. The Morningstar Analyst Rating i should not be used as the sole basis in evaluating a fund, ii involves unknown risks and uncertainties which may cause Analyst expectations not to occur or to differ significantly from what they expected, and iii should not be considered an offer or solicitation to buy or sell the fund.
Performance results reflect past performance and are no guarantee of future results. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. All returns assume reinvestment of all dividends. Performance information shown without sales charge would have been lower if the applicable sales charge had been included.
Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Current performance may be lower or higher than the performance data quoted.
Fund details, holdings and characteristics are as of the date noted and subject to change. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end.
Those distributions temporarily cause extraordinarily high yields. There is no assurance that a fund will repeat that yield in the future.
Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Our Company and Sites. 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. 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.
Fund expenses, including management fees and other expenses were deducted. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Had sales charge been included, returns would have been lower.
The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Performance for other share classes will vary. Distributions Interactive chart displaying fund performance. Interactive chart displaying fund performance. Explore retirement savings See how the LifePath Index Fund seeks to balance risk and return in changing markets. Share Class launch date May 31, Morningstar Category Target-Date Retirement.
Distribution Frequency How often a distribution is paid by the fund. The most common distribution frequencies are annually, biannually and quarterly. Open to New Investors Yes. Alpha 3y Alpha is calculated at the portfolio level. A measure of performance on a risk-adjusted basis. Alpha takes the volatility price risk of a mutual fund and compares its risk-adjusted performance to a benchmark index. The excess return of the fund relative to the return of the benchmark index is a fund's alpha.
Average Market Cap Millions The average size of the securities the fund invests in. Equity Beta Calculated vs. A beta less than 1 indicates the security tends to be less volatile than the market, while a beta greater than 1 indicates the security is more volatile than the market.
Fund Sharpe Ratio 3y A ratio to measure risk-adjusted performance. The Sharpe ratio is calculated by subtracting the risk-free rate - such as that of the year U.
Treasury bond - from the rate of return for a portfolio and dividing the result by the standard deviation of the portfolio returns. This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above. Fees Fees as of current prospectus. Ratings Ratings Morningstar Rating Overall LifePath Index Retirement Fund received a Morningstar Rating of 4 stars for the 3-year period, 5 stars for the 5-year period and - stars for the year period, rated against , and 93 Target-Date Retirement Funds, respectively.
Performance results represent past performance and are no guarantee of future results. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and year if applicable Morningstar Rating metrics. While the year overall star rating formula seems to give the most weight to the year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Lipper Leader Lipper Leader Ratings.