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BlackRock LifePath Active 2020 K (BIPCX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath Active 2020 K (BIPCX) Fund

    Last Trade: $10.36 on 3/22/2017, Change: +0.01 (0.1%)

 

Graph of BlackRock LifePath Active 2020 K Fund (BIPCX) ManagerFund Manager - Philip J. Green

Fund Manager Information

Fund Manager Tenure: 9.9 years
Fund Family: BlackRock
Fund Category: Target-Date 2020
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Honorable Mentioning: Lipper Awards (2011),
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 2020 K Fund (BIPCX) ProfileBlackRock LifePath Active 2020 K Fund (BIPCX) Profile

Fund Profile and Description

BlackRock LifePath Active 2020 K Fund seeks a balance between long term capital appreciation and high current income. BlackRock LifePath Active 2020 K Fund normally invests in underlying funds: 60% in equity funds and 40% 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 2020 K (BIPCX) Fund Strength What we like about BlackRock LifePath Active 2020 K (BIPCX) Fund

Data for BlackRock LifePath Active 2020 K Fund (BIPCX) as of May 30, 2016

  • BlackRock LifePath Active 2020 K Fund (BIPCX) management has been with BlackRock LifePath Active 2020 K Fund for 9.9 years
  • BlackRock LifePath Active 2020 K Fund (BIPCX) has good Long-term performance (5-year return 5.08% vs 4.86% Target-Date 2020 category median performance)
  • BlackRock LifePath Active 2020 K Fund (BIPCX) ratio of up-years vs down years is greater than 2
  • BlackRock LifePath Active 2020 K Fund (BIPCX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.47, lower than category average of 6.52
  • BlackRock LifePath Active 2020 K Fund (BIPCX) has a lower expense ratio than its Target-Date 2020 average: 0.07% vs 0.43%
  • BlackRock LifePath Active 2020 K Fund (BIPCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock LifePath Active 2020 K Fund (BIPCX) Weakness What we are cautious about BlackRock LifePath Active 2020 K (BIPCX) Fund

Data for BlackRock LifePath Active 2020 K Fund (BIPCX) as of May 30, 2016

  • BlackRock LifePath Active 2020 K Fund (BIPCX) has a less-than-ideal short-term performance (1-year return -2.38% vs -1.39% Target-Date 2020 category median performance)
  • BlackRock LifePath Active 2020 K Fund (BIPCX) has a less-than-ideal mid-term performance (3-year return 4.26% vs 4.37% Target-Date 2020 category median performance)
  • BlackRock LifePath Active 2020 K Fund (BIPCX) has a Morningstar rating of 3 and below
  • BlackRock LifePath Active 2020 K Fund (BIPCX) has an annual stock turnover rate of 45.00% that is higher than the Target-Date 2020 average of 36.91%. This could mean BlackRock LifePath Active 2020 K is more nimble, but also signal potential high tax impact and high trading fees
See BlackRock LifePath Active 2020 K Fund (BIPCX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock LifePath Active 2020 K Fund (BIPCX)Compare with other top Target-Date 2020 category mutual funds

Aadditional top Target-Date 2020 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath Active 2020 K2.72-2.384.265.08
American Funds 2020 Trgt Date Retire R6 (RRCTX)3.520.676.657.20Compare
Schwab Target 2020 (SWCRX)1.57-1.305.296.00Compare
Vanguard Target Retirement 2020 Inv (VTWNX)3.09-0.885.896.28Compare

See top fund managers for Target-Date 2020 Category Funds

 

Graph of BlackRock LifePath Active 2020 K Fund (BIPCX) Net Asset TrackingBlackRock LifePath Active 2020 K (BIPCX) Fund Net Asset

Track net asset change of BlackRock LifePath Active 2020 K fund (BIPCX)

DateNet Asset
05/2016$29.87M
03/2016$32.03M
02/2016$30.71M
More historic net asset information on BlackRock LifePath Active 2020 K Fund (BIPCX)

  

Graph of BlackRock LifePath Active 2020 K Fund (BIPCX) Portfolio TrackingBlackRock LifePath Active 2020 K (BIPCX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath Active 2020 K fund (BIPCX)

DateCashStockBondOther
04/201618.21%30.52%41.27%8.45%
02/201621.1%29.3%39.67%8.57%
01/201621.14%28.63%40.46%8.28%
Click here to see more historic asset allocation information on BlackRock LifePath Active 2020 K Fund (BIPCX)

 

graph of BlackRock LifePath Active 2020 K Fund (BIPCX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath Active 2020 K (BIPCX) Fund

Discover what BlackRock LifePath Active 2020 K Fund (BIPCX) manager is buying

Apr 29, 2016
BlackRock Master Total Return Portfolio [29.4%]
BlackRock International Opp Instl [14.99%]
BlackRock Inflation Protected Bond K [7.27%]
Blackrock Large Cap Growth 2020 [5.58%]
BlackRock Basic Value K [5.12%]
BlackRock Strategic Income Opps K [4.79%]
BlackRock Global Long/Short Credit K [4.68%]
BlackRock Commodity Strategies Instl [4.27%]
BlackRock Emerging Mkt L/S Eq Instl [3.98%]
BlackRock Global Long/Short Equity K [3.74%]

Feb 28, 2016
BlackRock Master Total Return Portfolio [29.01%]
BlackRock International Opp Instl [15.84%]
BlackRock Inflation Protected Bond K [6.94%]
Blackrock Large Cap Growth 2020 [6.5%]
BlackRock Basic Value K [5.76%]
BlackRock Strategic Income Opps K [4.57%]
BlackRock Global Long/Short Credit K [4.46%]
BlackRock Emerging Mkt L/S Eq Instl [3.92%]
BlackRock Commodity Strategies Instl [3.85%]
Small Cap Index Master For Br_2020 [3.66%]

Jan 30, 2016
BlackRock Master Total Return Portfolio [28.39%]
BlackRock International Opp Instl [14.12%]
BlackRock Inflation Protected Bond K [7.07%]
Blackrock Large Cap Growth 2020 [5.89%]
BlackRock Basic Value K [5.14%]
BlackRock Strategic Income Opps Instl [4.53%]
BlackRock Global Long/Short Credit Instl [4.44%]
BlackRock Emerging Mkt L/S Eq Instl [3.79%]
BlackRock Commodity Strategies Instl [3.76%]
BlackRock Global Long/Short Equity Instl [3.72%]
Click here for Stock Holding Change Map in BlackRock LifePath Active 2020 K Fund (BIPCX)

  

Latest News on BlackRock LifePath Active 2020 K (BIPCX) Fund

See what is happening with BlackRock LifePath Active 2020 K Fund (BIPCX)

 

BlackRock LifePath Active 2020 K Fund (BIPCX) Related ResourcesSee more information on BlackRock LifePath Active 2020 K (BIPCX) Fund

Popular pages on BlackRock LifePath Active 2020 K (BIPCX) Fund

  

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