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BlackRock LifePath Active 2040 Inv A (BAPHX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath Active 2040 Inv A (BAPHX) Fund

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

 

Graph of BlackRock LifePath Active 2040 Inv A Fund (BAPHX) ManagerFund Manager - Philip J. Green

Fund Manager Information

Fund Manager Tenure: 12.8 years
Fund Family: BlackRock
Fund Category: Target-Date 2040
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (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 2040 Inv A Fund (BAPHX) ProfileBlackRock LifePath Active 2040 Inv A Fund (BAPHX) Profile

Fund Profile and Description

BlackRock LifePath Active 2040 Inv A Fund seeks a balance between long term capital appreciation and high current income. BlackRock LifePath Active 2040 Inv A Fund normally invests in underlying funds: 90% in equity funds and 10% 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 2040 Inv A (BAPHX) Fund Strength What we like about BlackRock LifePath Active 2040 Inv A (BAPHX) Fund

Data for BlackRock LifePath Active 2040 Inv A Fund (BAPHX) as of May 30, 2016

  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) management has been with BlackRock LifePath Active 2040 Inv A Fund for 12.8 years
  • Asset base in BlackRock LifePath Active 2040 Inv A Fund (BAPHX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) has a lower expense ratio than its Target-Date 2040 average: 0.42% vs 0.43%

BlackRock LifePath Active 2040 Inv A Fund (BAPHX) Weakness What we are cautious about BlackRock LifePath Active 2040 Inv A (BAPHX) Fund

Data for BlackRock LifePath Active 2040 Inv A Fund (BAPHX) as of May 30, 2016

  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) has a less-than-ideal short-term performance (1-year return -4.87% vs -3.60% Target-Date 2040 category median performance)
  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) has a less-than-ideal mid-term performance (3-year return 4.78% vs 5.77% Target-Date 2040 category median performance)
  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) has a less-than-ideal Long-term performance (5-year return 4.99% vs 6.00% Target-Date 2040 category median performance)
  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) ratio of up-years vs down years can be improved
  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) has a Morningstar rating of 3 and below
  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) is less safe compared to its Target-Date 2040 peers
  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) has an annual stock turnover rate of 93.00% that is higher than the Target-Date 2040 average of 29.57%. This could mean BlackRock LifePath Active 2040 Inv A is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) does not have a good risk adjusted return as its 3-year Alpha of -1.7 is worse than category average of -0.91, and its 3-year Sharpe ratio is 0.49
  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.44 that is higher than category average of 10.02
  • BlackRock LifePath Active 2040 Inv A Fund (BAPHX) carries a 5.25% load
See BlackRock LifePath Active 2040 Inv A Fund (BAPHX) performance details as of May 30, 2016

 

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Compare BlackRock LifePath Active 2040 Inv A Fund (BAPHX)Compare with other top Target-Date 2040 category mutual funds

Aadditional top Target-Date 2040 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath Active 2040 Inv A1.95-4.874.784.99
American Funds 2040 Trgt Date Retire R6 (RFGTX)2.84-1.527.928.42Compare
Madison Target Retirement 2040 R6 (MFRRX)3.52-0.936.697.09Compare
American Funds 2040 Trgt Date Retire A (AAGTX)2.60-1.917.538.04Compare

See top fund managers for Target-Date 2040 Category Funds

 

Graph of BlackRock LifePath Active 2040 Inv A Fund (BAPHX) Net Asset TrackingBlackRock LifePath Active 2040 Inv A (BAPHX) Fund Net Asset

Track net asset change of BlackRock LifePath Active 2040 Inv A fund (BAPHX)

DateNet Asset
05/2016$18.62M
03/2016$18.49M
02/2016$16.90M
More historic net asset information on BlackRock LifePath Active 2040 Inv A Fund (BAPHX)

  

Graph of BlackRock LifePath Active 2040 Inv A Fund (BAPHX) Portfolio TrackingBlackRock LifePath Active 2040 Inv A (BAPHX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath Active 2040 Inv A fund (BAPHX)

DateCashStockBondOther
04/201615.82%76.66%4.32%3.01%
02/201617.37%76.18%3.48%2.78%
01/201616.82%76.26%3.88%2.84%
Click here to see more historic asset allocation information on BlackRock LifePath Active 2040 Inv A Fund (BAPHX)

 

graph of BlackRock LifePath Active 2040 Inv A Fund (BAPHX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath Active 2040 Inv A (BAPHX) Fund

Discover what BlackRock LifePath Active 2040 Inv A Fund (BAPHX) manager is buying

Apr 29, 2016
BlackRock International Opp Instl [28.12%]
BlackRock Basic Value K [12.49%]
BlackRock Master Large Cap Growth Port [12.17%]
BlackRock Equity Dividend K [7.38%]
BlackRock Capital Appreciation BlackRock [7.17%]
iShares International Dev Rel Est [6.53%]
iShares US Real Estate [5.91%]
BlackRock Commodity Strategies Instl [4.58%]
BlackRock Emerging Mkt L/S Eq Instl [3.69%]
BlackRock Global Long/Short Equity K [3.46%]

Feb 28, 2016
BlackRock International Opp Instl [29.11%]
BlackRock Master Large Cap Growth Port [12.68%]
BlackRock Basic Value K [12.3%]
BlackRock Equity Dividend K [7.71%]
BlackRock Capital Appreciation BlackRock [7.7%]
iShares International Dev Rel Est [6.29%]
iShares US Real Estate [5.99%]
BlackRock Commodity Strategies Instl [4.02%]
BlackRock Emerging Mkt L/S Eq Instl [3.73%]
BlackRock Global Long/Short Equity K [3.45%]

Jan 30, 2016
BlackRock International Opp Instl [27.53%]
BlackRock Master Large Cap Growth Port [12.34%]
BlackRock Basic Value K [11.83%]
BlackRock Capital Appreciation BlackRock [7.76%]
BlackRock Equity Dividend Instl [7.59%]
iShares International Dev Rel Est [6.29%]
iShares US Real Estate [5.69%]
BlackRock Commodity Strategies Instl [4.24%]
BlackRock Emerging Mkt L/S Eq Instl [3.75%]
BlackRock Global Long/Short Equity Instl [3.69%]
Click here for Stock Holding Change Map in BlackRock LifePath Active 2040 Inv A Fund (BAPHX)

  

Latest News on BlackRock LifePath Active 2040 Inv A (BAPHX) Fund

See what is happening with BlackRock LifePath Active 2040 Inv A Fund (BAPHX)

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BlackRock LifePath Active 2040 Inv A Fund (BAPHX) Related ResourcesSee more information on BlackRock LifePath Active 2040 Inv A (BAPHX) Fund

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