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Mutual Fund Insights: BlackRock Lifecycle Prepared 2035 R Fund (BRPGX)

In-depth Analysis of BlackRock Lifecycle Prepared 2035 R Fund (BRPGX)

Mutual fund chart: BlackRock Lifecycle Prepared 2035 R Fund (BRPGX)

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See BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) performance details as of February 28, 2010

  

    Last Trade: $8.70 on 3/19/2010, Change: -0.05 (-0.57%)

  

Fund Manager - Philip Green

Fund Manager Tenure: 2.9 years
Fundmojo Fund Grade: D (Score: 0.46)     (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 2035 R Fund (BRPGX) What we like about BlackRock Lifecycle Prepared 2035 R Fund (BRPGX)

Data for BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) as of February 28, 2010

  

What we are cautious about BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) What we are cautious about BlackRock Lifecycle Prepared 2035 R Fund (BRPGX)

Data for BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) as of February 28, 2010

  • BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) management has been with BlackRock Lifecycle Prepared 2035 R 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 R Fund (BRPGX) has a less-than-ideal short-term performance (1-year return 47.81% vs 52.17 % Target Date 2031-2035 category average)
  • BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) ratio of up-years vs down years can be improved
  • BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) has an annual stock turnover rate of 37.00% that is higher than the Target Date 2031-2035 average of 25.73%. This could mean BlackRock Lifecycle Prepared 2035 R is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) has a higher management fee of 0.94% than its Target Date 2031-2035 average of 0.55%
  • Even though BlackRock Lifecycle Prepared 2035 R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Target Date 2031-2035 category?

Below are some additional Target Date 2031-2035 mutual funds generated out of our database

  

BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) Net Asset

Track net asset change of BlackRock Lifecycle Prepared 2035 R fund (BRPGX)

DateNet Asset
02/2010$5.65M
01/2010$3.02M
11/2009$2.60M
More historic net asset information on BlackRock Lifecycle Prepared 2035 R Fund (BRPGX)

  

BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) Portfolio Allocation

Track portfolio allocation change of BlackRock Lifecycle Prepared 2035 R fund (BRPGX)

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 R Fund (BRPGX)

  

Most Recent Top 10 Holdings in BlackRock Lifecycle Prepared 2035 R Fund (BRPGX)

Discover what BlackRock Lifecycle Prepared 2035 R Fund (BRPGX) 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 R Fund (BRPGX)

  

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