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Mutual Fund Insights: BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX)

In-depth Analysis of BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX)

Mutual fund chart: BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX)

3 months
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1 year
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See BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) performance details as of January 31, 2010

  

    Last Trade: $8.73 on 3/10/2010, Change: +0.05 (0.58%)

  

Fund Manager - Philip Green

Fund Manager Tenure: 2.9 years
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)
Green joined BlackRock following the merger with Merrill Lynch Investment Managers (MLIM) in 2006. At MLIM, he was responsible for asset allocation and a number of quantitative equity strategies with the Quantitative Advisors group. Prior to joining MLIM in 1999, he was a senior portfolio manager at Bankers Trust Company and led the global asset allocation and managed futures groups. Earlier, he led the currency overlay group.  Get more insights on Philip Green

  

What we like about BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) What we like about BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX)

Data for BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) as of January 31, 2010

  • BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) What we are cautious about BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX)

Data for BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) as of January 31, 2010

  • BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) management has been with BlackRock Lifecycle Prepared 2035 Instl Fund for only 2.9 years, it is hard to judge manager's ability based on this fund's operation record
  • BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) has a less-than-ideal short-term performance (1-year return 31.82% vs 35.67% Target Date 2031-2035 category average)
  • BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) ratio of up-years vs down years can be improved
  • BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) has an annual stock turnover rate of 37.00% that is higher than the Target Date 2031-2035 average of 34.04%. This could mean BlackRock Lifecycle Prepared 2035 Instl is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) has a higher management fee of 0.79% than its Target Date 2031-2035 average of 0.56%
See BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) performance details as of January 31, 2010

  

  

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BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) Net Asset

Track net asset change of BlackRock Lifecycle Prepared 2035 Instl fund (BIPGX)

DateNet Asset
01/2010$60.00K
11/2009$60.00K
10/2009$60.00K
More historic net asset information on BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX)

  

BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) Portfolio Allocation

Track portfolio allocation change of BlackRock Lifecycle Prepared 2035 Instl fund (BIPGX)

DateCashStockBondOther
10/20095.51%86.2%6.64%1.65%
07/20096.03%84.84%5.62%3.52%
04/20096.29%96.04%13.09%1.94%
Click here to see more historic asset allocation information on BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX)

  

Most Recent Top 10 Holdings in BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX)

Discover what BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX) manager is buying

31-Oct-09
BlackRock Basic Value A [22.42%]
BlackRock Large Cap Core A [19.88%]
BlackRock Global Dynamic Equity I [19.8%]
BlackRock Capital Appreciation Instl [13.12%]
BlackRock Small Cap Core Inst [9.42%]
BlackRock International Opp Instl [5.64%]
BlackRock Glbl Emerging Mkts I [4.91%]
BlackRock Total Return BlackRock [4.13%]
BlackRock Inflation Prted Bd BlackRock [0.68%]
N/A [0%]

31-Jul-09
BlackRock Basic Value A [22.16%]
BlackRock Large Cap Core A [19.98%]
BlackRock Global Dynamic Equity I [19.75%]
BlackRock Capital Appreciation Instl [13.17%]
BlackRock Small Cap Core Inst [9.81%]
BlackRock Glbl Emerging Mkts I [6.09%]
BlackRock International Opp Instl [4.35%]
BlackRock Total Return BlackRock [4.03%]
BlackRock Inflation Protected Bond Black [0.66%]
N/A [0%]

30-Apr-09
BlackRock Large Cap Core A [20.06%]
BlackRock Basic Value A [19.08%]
BlackRock Capital Appreciation Instl [18.29%]
BlackRock Global Dynamic Equity I [17.51%]
BlackRock Small Cap Core Inst [7.58%]
BlackRock Total Return BlackRock [7.3%]
BlackRock Glbl Emerging Mkts I [5.11%]
BlackRock International Opp Instl [3.74%]
BlackRock Inflation Protected Bond Black [0.85%]
BlackRock High Yield Bond BlackRock [0.46%]
Click here for Stock Holding Change Map in BlackRock Lifecycle Prepared 2035 Instl Fund (BIPGX)

  

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