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BlackRock LifePath Active 2025 Inv A (BAPDX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath Active 2025 Inv A (BAPDX) Fund

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

 

Graph of BlackRock LifePath Active 2025 Inv A Fund (BAPDX) ManagerFund Manager - Philip J. Green

Fund Manager Information

Fund Manager Tenure: 12.8 years
Fund Family: BlackRock
Fund Category: Target-Date 2025
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
Green is Managing Director and co-head of the Global Multi-Asset Strategies team in BlackRock's Multi-Asset Client Solutions (BMACS) group. He is the lead portfolio manager for BlackRock's Asset Allocation Fund, Hedged Equity Platform, Prepared Portfolios (Target Date/Target Risk) and other multi-asset retail and institutional portfolios. Mr. Green's service with the firm dates back to 1999, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was responsible for a variety of asset allocation and equity strategies. Prior to joining MLIM, Mr. Green was a Managing Director at Bankers Trust Company. During his career, Mr. Green has helped build and lead a quantitative equity team, an active asset allocation team and a currency overlay team. He is the author of many articles on investing, some of which have been published in the Financial Analysts Journal, Journal of Foreign Exchange & Money Markets, and the Journal of Investing. Mr. Green earned a BS degree in economics from the Wharton School of the University of Pennsylvania and an MBA degree in finance from the Stern School of Business of New York University.  Get more insights on Philip J. Green

 

Graph of BlackRock LifePath Active 2025 Inv A Fund (BAPDX) ProfileBlackRock LifePath Active 2025 Inv A Fund (BAPDX) Profile

Fund Profile and Description

BlackRock LifePath Active 2025 Inv A Fund seeks a balance between long term capital appreciation and high current income. BlackRock LifePath Active 2025 Inv A Fund normally invests in underlying funds: 67% in equity funds and 33% in fixed income funds. Variations from the glide path in the target percentage allocation are permitted up to 10%. It may buy or sell options or futures, or enter into total return swaps and foreign currency transactions. While the investment is non-diversified, it invests in diversified underlying holdings.

 

BlackRock LifePath Active 2025 Inv A (BAPDX) Fund Strength What we like about BlackRock LifePath Active 2025 Inv A (BAPDX) Fund

Data for BlackRock LifePath Active 2025 Inv A Fund (BAPDX) as of May 30, 2016

  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) management has been with BlackRock LifePath Active 2025 Inv A Fund for 12.8 years
  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) has an annual stock turnover rate of 57.00% vs Target-Date 2025 average of 968.16%. It is good that BlackRock LifePath Active 2025 Inv A management does not trade extensively for its return.
  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.6, lower than category average of 7.73

BlackRock LifePath Active 2025 Inv A Fund (BAPDX) Weakness What we are cautious about BlackRock LifePath Active 2025 Inv A (BAPDX) Fund

Data for BlackRock LifePath Active 2025 Inv A Fund (BAPDX) as of May 30, 2016

  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) has a less-than-ideal short-term performance (1-year return -3.38% vs -2.04% Target-Date 2025 category median performance)
  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) has a less-than-ideal mid-term performance (3-year return 4.39% vs 5.01% Target-Date 2025 category median performance)
  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) has a less-than-ideal Long-term performance (5-year return 5.01% vs 5.38% Target-Date 2025 category median performance)
  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) ratio of up-years vs down years can be improved
  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) has a Morningstar rating of 3 and below
  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) is less safe compared to its Target-Date 2025 peers
  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) has a higher expense ratio of 0.42% than its Target-Date 2025 average of 0.39%
  • BlackRock LifePath Active 2025 Inv A Fund (BAPDX) carries a 5.25% load
See BlackRock LifePath Active 2025 Inv A Fund (BAPDX) performance details as of May 30, 2016

 

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Compare BlackRock LifePath Active 2025 Inv A Fund (BAPDX)Compare with other top Target-Date 2025 category mutual funds

Aadditional top Target-Date 2025 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath Active 2025 Inv A2.44-3.384.395.01
American Funds 2025 Trgt Date Retire R6 (RFDTX)3.370.087.368.00Compare
Vanguard Target Retirement 2025 Inv (VTTVX)3.01-1.446.206.56Compare
American Century One Choice 2025 Instl (ARWFX)3.01-0.905.246.13Compare

See top fund managers for Target-Date 2025 Category Funds

 

Graph of BlackRock LifePath Active 2025 Inv A Fund (BAPDX) Net Asset TrackingBlackRock LifePath Active 2025 Inv A (BAPDX) Fund Net Asset

Track net asset change of BlackRock LifePath Active 2025 Inv A fund (BAPDX)

DateNet Asset
05/2016$27.91M
03/2016$28.08M
02/2016$26.52M
More historic net asset information on BlackRock LifePath Active 2025 Inv A Fund (BAPDX)

  

Graph of BlackRock LifePath Active 2025 Inv A Fund (BAPDX) Portfolio TrackingBlackRock LifePath Active 2025 Inv A (BAPDX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath Active 2025 Inv A fund (BAPDX)

DateCashStockBondOther
04/201617.85%47.33%30.1%3.68%
02/201620.28%45.28%29.96%3.51%
01/201619.38%44.96%31.08%3.49%
Click here to see more historic asset allocation information on BlackRock LifePath Active 2025 Inv A Fund (BAPDX)

 

graph of BlackRock LifePath Active 2025 Inv A Fund (BAPDX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath Active 2025 Inv A (BAPDX) Fund

Discover what BlackRock LifePath Active 2025 Inv A Fund (BAPDX) manager is buying

Apr 29, 2016
BlackRock Master Total Return Portfolio [19.23%]
BlackRock International Opp Instl [18.57%]
BlackRock Master Large Cap Growth Port [7.95%]
BlackRock Basic Value K [7.88%]
BlackRock Inflation Protected Bond K [5.43%]
BlackRock Commodity Strategies Instl [4.38%]
BlackRock Strategic Income Opps K [4.14%]
BlackRock Global Long/Short Credit K [4.04%]
BlackRock Equity Dividend K [4.02%]
BlackRock Emerging Mkt L/S Eq Instl [3.89%]

Feb 28, 2016
BlackRock Master Total Return Portfolio [19.35%]
BlackRock International Opp Instl [19.03%]
BlackRock Master Large Cap Growth Port [8.76%]
BlackRock Basic Value K [8.07%]
BlackRock Inflation Protected Bond K [5.05%]
BlackRock Equity Dividend K [4.17%]
BlackRock Capital Appreciation BlackRock [4.15%]
BlackRock Strategic Income Opps K [3.96%]
BlackRock Global Long/Short Credit K [3.85%]
BlackRock Emerging Mkt L/S Eq Instl [3.83%]

Jan 30, 2016
BlackRock Master Total Return Portfolio [19.84%]
BlackRock International Opp Instl [17.58%]
BlackRock Master Large Cap Growth Port [8.28%]
BlackRock Basic Value K [7.52%]
BlackRock Inflation Protected Bond K [5.29%]
BlackRock Strategic Income Opps Instl [4.11%]
BlackRock Capital Appreciation BlackRock [4.05%]
BlackRock Global Long/Short Credit Instl [4.02%]
BlackRock Equity Dividend Instl [3.98%]
BlackRock Emerging Mkt L/S Eq Instl [3.88%]
Click here for Stock Holding Change Map in BlackRock LifePath Active 2025 Inv A Fund (BAPDX)

  

Latest News on BlackRock LifePath Active 2025 Inv A (BAPDX) Fund

See what is happening with BlackRock LifePath Active 2025 Inv A Fund (BAPDX)

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BlackRock LifePath Active 2025 Inv A Fund (BAPDX) Related ResourcesSee more information on BlackRock LifePath Active 2025 Inv A (BAPDX) Fund

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