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BlackRock LifePath 2035 Instl Fund (LPJIX)

Fund performance review and position details on BlackRock LifePath 2035 Instl Fund (LPJIX)

    Last Trade: $ on , Change: (0%)

BlackRock LifePath 2035 Instl Fund (LPJIX) HighlightBlackRock LifePath 2035 Instl Fund (LPJIX) Fund Summary

BlackRock LifePath 2035 Instl Fund (LPJIX) statistics as of May 30, 2016

Category: Target-Date 2035
Fund Family: BlackRock
Net Asset: $58.34M
Yield: 1.66%
Year-to-Date Return: 2.98%
Morningstar rating: 2

 

BlackRock LifePath 2035 Instl Fund (LPJIX) CostBlackRock LifePath 2035 Instl Fund (LPJIX) Cost

BlackRock LifePath 2035 Instl Fund (LPJIX) various investment related cost

Initial Investment: 2,000,000
Total Expense Ratio (Target-Date 2035 average): 1.11% (0.39%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 44.00%

 

BlackRock LifePath 2035 Instl Fund (LPJIX) PerformanceBlackRock LifePath 2035 Instl Fund (LPJIX) Performance

Most current BlackRock LifePath 2035 Instl Fund (LPJIX) Performance

1-month Performance (Target-Date 2035 category median performance): 0.62% (0.76%)
3-month Performance (Target-Date 2035 category median performance): 8.59% (8.11%)
1 Year Performance (Target-Date 2035 category median performance): -2.86% (-3.24%)
3 Year Performance (Target-Date 2035 category median performance): 4.99% (5.59%)
5 Year Performance (Target-Date 2035 category median performance): 5.17% (5.95%)
Number of Years of positive return: 3 years
Number of Years of negative return: 2 years
3 year Alpha (Target-Date 2035 category average): -0.9 (-0.66)
3 year Beta (Target-Date 2035 category average): 1.28 (1.32)
3 year Sharpe Ratio: 0.56
3 year Treynor: 3.84

BlackRock LifePath 2035 Instl Fund (LPJIX) topholdingTop Stock Holdings in BlackRock LifePath 2035 Instl Fund (LPJIX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
MIP Active Stock Master24.94%N/A
MIP International Tilts Master Portfolio17.45%N/A
BlackRock Russell 1000 Index T16.2%N/A
BlackRock CoreAlpha Bond Investor A15.95%N/A
Lifepath 2035 Portfolio - World Re10.22%N/A
BlackRock Emerging Mkts Instl4.63%N/A
BlackRock Commodity Strategies Instl3.86%N/A
iShares MSCI EAFE Small-Cap2.45%N/A
BlackRock Small Cap Index A2.07%N/A
iShares MSCI Canada1.45%N/A
*Note: The price change will reset to 0 after the midnight

 

BlackRock LifePath 2035 Instl Fund (LPJIX) Portfolio AllocationBlackRock LifePath 2035 Instl Fund (LPJIX) Fund Portfolio Allocation

BlackRock LifePath 2035 Instl Fund (LPJIX) Fund Portfolio Allocation data as of 04/2016

Stock66.77%
Bond15.11%
Cash7.38%
Other10.65%

 

BlackRock LifePath 2035 Instl Fund (LPJIX) CompareCompare with other Target-Date 2035 category mutual funds

Below are some additional Target-Date 2035 mutual funds generated out of our database

Fund1 Year3 year5 year
BlackRock LifePath 2035 Instl-2.864.995.17
American Funds 2035 Trgt Date Retire R6 (RFFTX)-1.457.858.34 Compare
American Century One Choice 2035 Instl (ARLIX)-1.886.026.87 Compare
American Funds 2035 Trgt Date Retire A (AAFTX)-1.757.507.96 Compare

See top fund managers for Target-Date 2035 Category Funds

 

BlackRock LifePath 2035 Instl Fund (LPJIX) PerformanceOther Financial Data Web Sites on BlackRock LifePath 2035 Instl Fund (LPJIX)

Addition research sites for BlackRock LifePath 2035 Instl Fund (LPJIX)

 

BlackRock LifePath 2035 Instl Fund (LPJIX) Related ResourcesSee more information on BlackRock LifePath 2035 Instl (LPJIX) Fund

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