Mutual Fund Insights: BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX)

In-depth Analysis of BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX)

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See BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) performance details as of February 28, 2010

  

Last Trade: $8.98 on 3/19/2010, Change: -0.05 (-0.55%)

  

Fund Manager - Philip Green

Fund Manager Tenure: 2.9 years
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

Philip Green is a Managing Director of BlackRock since 2006; Vice President of Merrill Lynch Investment Managers, L.P. (“MLIM”) from 1999 to 2006. At MLIM, Philip Green was responsible for asset allocation and a number of quantitative equity strategies with the Quantitative Advisors group. Prior to joining MLIM in 1999, Philip Green was a senior portfolio manager at Bankers Trust Company and led the global asset allocation and managed futures groups. Earlier, Philip Green led the currency overlay group.  Get more insights on Philip Green

  

 What we like about BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX)

Data for BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) as of February 28, 2010

• BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) has a lower management fee than its Target Date 2041-2045 average: 0.19% vs 0.57%
• BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) 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 2045 Instl Fund (BIPJX)

Data for BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) as of February 28, 2010

• BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) management has been with BlackRock Lifecycle Prepared 2045 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 2045 Instl Fund is a focused fund with 99.99% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) has a less-than-ideal short-term performance (1-year return 48.53% vs 54.07 % Target Date 2041-2045 category average)
• BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) ratio of up-years vs down years can be improved
• BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) has an annual stock turnover rate of 49.00% that is higher than the Target Date 2041-2045 average of 25.48%. This could mean BlackRock Lifecycle Prepared 2045 Instl is more nimble, but also signal potential high tax impact and high trading fees

See BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) performance details as of February 28, 2010

  

  

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BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) Net Asset

Track net asset change of BlackRock Lifecycle Prepared 2045 Instl fund (BIPJX)

Date	Net Asset
02/2010	$2.36M
01/2010	$20.00K
11/2009	$20.00K

More historic net asset information on BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX)

  

BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) Portfolio Allocation

Track portfolio allocation change of BlackRock Lifecycle Prepared 2045 Instl fund (BIPJX)

Date	Cash	Stock	Bond	Other
10/2009	5.47%	86.3%	6.58%	1.64%
07/2009	6.03%	84.84%	5.62%	3.52%
04/2009	6.28%	96.07%	13.07%	1.94%

Click here to see more historic asset allocation information on BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX)

  

Most Recent Top 10 Holdings in BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX)

Discover what BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX) manager is buying

31-Oct-09 BlackRock Basic Value A [22.41%] BlackRock Large Cap Core A [19.84%] BlackRock Global Dynamic Equity I [19.73%] BlackRock Capital Appreciation Instl [13.22%] BlackRock Small Cap Core Inst [9.47%] BlackRock International Opp Instl [5.61%] BlackRock Glbl Emerging Mkts I [4.97%] BlackRock Total Return BlackRock [4.08%] BlackRock Inflation Prted Bd BlackRock [0.66%] N/A [0%]

31-Jul-09 BlackRock Basic Value A [22.14%] BlackRock Large Cap Core A [19.98%] BlackRock Global Dynamic Equity I [19.73%] BlackRock Capital Appreciation Instl [13.23%] BlackRock Small Cap Core Inst [9.8%] BlackRock Glbl Emerging Mkts I [6.08%] BlackRock International Opp Instl [4.34%] BlackRock Total Return BlackRock [4.04%] BlackRock Inflation Protected Bond Black [0.66%] N/A [0%]

30-Apr-09 BlackRock Large Cap Core A [20.07%] BlackRock Basic Value A [19.1%] BlackRock Capital Appreciation Instl [18.29%] BlackRock Global Dynamic Equity I [17.5%] BlackRock Small Cap Core Inst [7.58%] BlackRock Total Return BlackRock [7.29%] BlackRock Glbl Emerging Mkts I [5.12%] BlackRock International Opp Instl [3.75%] BlackRock Inflation Protected Bond Black [0.84%] BlackRock High Yield Bond BlackRock [0.46%]

Click here for Stock Holding Change Map in BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX)

  

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See more information on BlackRock Lifecycle Prepared 2045 Instl Fund (BIPJX)

• BlackRock Lifecycle Prepared 2045 Instl Fund Insights
• BlackRock Lifecycle Prepared 2045 Instl Fund Performance Data
• BlackRock Lifecycle Prepared 2045 Instl Fund News
• BlackRock Lifecycle Prepared 2045 Instl Fund Score Explaination
• BlackRock Lifecycle Prepared 2045 Instl Fund Manager Information
• Historic BlackRock Lifecycle Prepared 2045 Instl Fund Asset Allocation Report
• Historic BlackRock Lifecycle Prepared 2045 Instl Fund Top 10 Holding Tracking
• Historic BlackRock Lifecycle Prepared 2045 Instl Fund Asset Under Management Tracking