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BlackRock LifePath Active Retire K (BIPBX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath Active Retire K (BIPBX) Fund

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Graph of BlackRock LifePath Active Retire K Fund (BIPBX) ManagerFund Manager - Philip J. Green

Fund Manager Information

Fund Manager Tenure: 12.8 years
Fund Family: BlackRock
Fund Category: Target-Date Retirement
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (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 Retire K Fund (BIPBX) ProfileBlackRock LifePath Active Retire K Fund (BIPBX) Profile

Fund Profile and Description

BlackRock LifePath Active Retire K Fund seeks a balance between long term capital appreciation and high current income. BlackRock LifePath Active Retire K Fund normally invests in underlying funds: 54% in equity funds and 46% 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 Retire K (BIPBX) Fund Strength What we like about BlackRock LifePath Active Retire K (BIPBX) Fund

Data for BlackRock LifePath Active Retire K Fund (BIPBX) as of May 30, 2016

  • BlackRock LifePath Active Retire K Fund (BIPBX) management has been with BlackRock LifePath Active Retire K Fund for 12.8 years
  • BlackRock LifePath Active Retire K Fund (BIPBX) has good mid-term performance (3-year return 3.82% vs 2.77% Target-Date Retirement category median performance)
  • BlackRock LifePath Active Retire K Fund (BIPBX) has good Long-term performance (5-year return 4.68% vs 3.52% Target-Date Retirement category median performance)
  • BlackRock LifePath Active Retire K Fund (BIPBX) ratio of up-years vs down years is greater than 2
  • BlackRock LifePath Active Retire K Fund (BIPBX) has a Morningstar rating of 4 and above
  • BlackRock LifePath Active Retire K Fund (BIPBX) has a lower expense ratio than its Target-Date Retirement average: 0.07% vs 0.44%
  • BlackRock LifePath Active Retire K Fund (BIPBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock LifePath Active Retire K Fund (BIPBX) Weakness What we are cautious about BlackRock LifePath Active Retire K (BIPBX) Fund

Data for BlackRock LifePath Active Retire K Fund (BIPBX) as of May 30, 2016

  • BlackRock LifePath Active Retire K Fund (BIPBX) has a less-than-ideal short-term performance (1-year return -2.01% vs -0.45% Target-Date Retirement category median performance)
  • BlackRock LifePath Active Retire K Fund (BIPBX) is less safe compared to its Target-Date Retirement peers
  • BlackRock LifePath Active Retire K Fund (BIPBX) has an annual stock turnover rate of 41.00% that is higher than the Target-Date Retirement average of 33.20%. This could mean BlackRock LifePath Active Retire K is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock LifePath Active Retire K Fund (BIPBX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.38 that is higher than category average of 4.59
See BlackRock LifePath Active Retire K Fund (BIPBX) performance details as of May 30, 2016

 

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Compare BlackRock LifePath Active Retire K Fund (BIPBX)Compare with other top Target-Date Retirement category mutual funds

Aadditional top Target-Date Retirement mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath Active Retire K2.85-2.013.824.68
Vanguard Target Retirement Income Inv (VTINX)3.150.894.004.65Compare
TIAA-CREF Lifecycle Index Ret Inc Inst (TRILX)2.840.104.485.18Compare
American Century One Choice In Ret Instl (ATTIX)2.98-0.314.505.52Compare

See top fund managers for Target-Date Retirement Category Funds

 

Graph of BlackRock LifePath Active Retire K Fund (BIPBX) Net Asset TrackingBlackRock LifePath Active Retire K (BIPBX) Fund Net Asset

Track net asset change of BlackRock LifePath Active Retire K fund (BIPBX)

DateNet Asset
05/2016$19.02M
03/2016$19.86M
02/2016$19.17M
More historic net asset information on BlackRock LifePath Active Retire K Fund (BIPBX)

  

Graph of BlackRock LifePath Active Retire K Fund (BIPBX) Portfolio TrackingBlackRock LifePath Active Retire K (BIPBX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath Active Retire K fund (BIPBX)

DateCashStockBondOther
04/201617.2%25.84%47.77%7.08%
02/201619.93%23.91%47.24%6.93%
01/201620.03%23.16%48.01%6.64%
Click here to see more historic asset allocation information on BlackRock LifePath Active Retire K Fund (BIPBX)

 

graph of BlackRock LifePath Active Retire K Fund (BIPBX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath Active Retire K (BIPBX) Fund

Discover what BlackRock LifePath Active Retire K Fund (BIPBX) manager is buying

Apr 29, 2016
BlackRock Master Total Return Portfolio [31.03%]
BlackRock International Opp Instl [11.66%]
BlackRock Inflation Protected Bond K [9.24%]
BlackRock Strategic Income Opps K [8.14%]
BlackRock Global Long/Short Credit K [7.96%]
BlackRock Commodity Strategies Instl [4.24%]
BlackRock Emerging Mkt L/S Eq Instl [3.92%]
Small Cap Index Master For Br_2015 [3.86%]
BlackRock Global Long/Short Equity K [3.68%]
BlackRock Basic Value K [3.52%]

Feb 28, 2016
BlackRock Master Total Return Portfolio [31.34%]
BlackRock International Opp Instl [11.58%]
BlackRock Inflation Protected Bond K [8.69%]
BlackRock Strategic Income Opps K [7.72%]
BlackRock Global Long/Short Credit K [7.52%]
Blackrock Large Cap Growth 2015 [4.18%]
Small Cap Index Master For Br_2015 [3.99%]
BlackRock Emerging Mkt L/S Eq Instl [3.82%]
BlackRock Commodity Strategies Instl [3.77%]
BlackRock Basic Value K [3.72%]

Jan 30, 2016
BlackRock Master Total Return Portfolio [31.53%]
BlackRock International Opp Instl [10.18%]
BlackRock Inflation Protected Bond K [9%]
BlackRock Strategic Income Opps Instl [7.72%]
BlackRock Global Long/Short Credit Instl [7.56%]
BlackRock Emerging Mkt L/S Eq Instl [3.73%]
Blackrock Large Cap Growth 2015 [3.69%]
Small Cap Index Master For Br_2015 [3.68%]
BlackRock Global Long/Short Equity Instl [3.67%]
BlackRock Commodity Strategies Instl [3.67%]
Click here for Stock Holding Change Map in BlackRock LifePath Active Retire K Fund (BIPBX)

  

Latest News on BlackRock LifePath Active Retire K (BIPBX) Fund

See what is happening with BlackRock LifePath Active Retire K Fund (BIPBX)

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BlackRock LifePath Active Retire K Fund (BIPBX) Related ResourcesSee more information on BlackRock LifePath Active Retire K (BIPBX) Fund

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