Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | BRPGX Insights | BRPGX Score | BRPGX Performance | BRPGX News | BRPGX Allocation | BRPGX Holdings Change

BlackRock LifePath Active 2035 R (BRPGX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath Active 2035 R (BRPGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of BlackRock LifePath Active 2035 R Fund (BRPGX) ManagerFund Manager - Philip J. Green

Fund Manager Information

Fund Manager Tenure: 13.3 years
Fund Family: BlackRock
Fund Category: Target-Date 2035
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.4)     (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 2035 R Fund (BRPGX) ProfileBlackRock LifePath Active 2035 R Fund (BRPGX) Profile

Fund Profile and Description

BlackRock LifePath Active 2035 R Fund seeks a balance between long term capital appreciation and high current income. BlackRock LifePath Active 2035 R Fund normally invests in underlying funds: 90% in equity funds and 10% 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 2035 R (BRPGX) Fund Strength What we like about BlackRock LifePath Active 2035 R (BRPGX) Fund

Data for BlackRock LifePath Active 2035 R Fund (BRPGX) as of May 30, 2016

  • BlackRock LifePath Active 2035 R Fund (BRPGX) management has been with BlackRock LifePath Active 2035 R Fund for 13.3 years
  • Asset base in BlackRock LifePath Active 2035 R Fund (BRPGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock LifePath Active 2035 R Fund (BRPGX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.54, lower than category average of 9.59

BlackRock LifePath Active 2035 R Fund (BRPGX) Weakness What we are cautious about BlackRock LifePath Active 2035 R (BRPGX) Fund

Data for BlackRock LifePath Active 2035 R Fund (BRPGX) as of May 30, 2016

  • BlackRock LifePath Active 2035 R Fund (BRPGX) has a less-than-ideal short-term performance (1-year return -4.62% vs -3.24% Target-Date 2035 category median performance)
  • BlackRock LifePath Active 2035 R Fund (BRPGX) has a less-than-ideal mid-term performance (3-year return 4.24% vs 5.59% Target-Date 2035 category median performance)
  • BlackRock LifePath Active 2035 R Fund (BRPGX) has a less-than-ideal Long-term performance (5-year return 4.44% vs 5.95% Target-Date 2035 category median performance)
  • BlackRock LifePath Active 2035 R Fund (BRPGX) ratio of up-years vs down years can be improved
  • BlackRock LifePath Active 2035 R Fund (BRPGX) has a Morningstar rating of 3 and below
  • BlackRock LifePath Active 2035 R Fund (BRPGX) is less safe compared to its Target-Date 2035 peers
  • BlackRock LifePath Active 2035 R Fund (BRPGX) has an annual stock turnover rate of 75.00% that is higher than the Target-Date 2035 average of 24.63%. This could mean BlackRock LifePath Active 2035 R is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock LifePath Active 2035 R Fund (BRPGX) does not have a good risk adjusted return as its 3-year Alpha of -1.73 is worse than category average of -0.66, and its 3-year Sharpe ratio is 0.47
  • BlackRock LifePath Active 2035 R Fund (BRPGX) has a higher expense ratio of 0.66% than its Target-Date 2035 average of 0.39%
  • Even though BlackRock LifePath Active 2035 R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See BlackRock LifePath Active 2035 R Fund (BRPGX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock LifePath Active 2035 R Fund (BRPGX)Compare with other top Target-Date 2035 category mutual funds

Aadditional top Target-Date 2035 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath Active 2035 R2.13-4.624.244.44
American Funds 2035 Trgt Date Retire R6 (RFFTX)2.80-1.457.858.34Compare
American Century One Choice 2035 Instl (ARLIX)2.61-1.886.026.87Compare
American Funds 2035 Trgt Date Retire A (AAFTX)2.73-1.757.507.96Compare

See top fund managers for Target-Date 2035 Category Funds

 

Graph of BlackRock LifePath Active 2035 R Fund (BRPGX) Net Asset TrackingBlackRock LifePath Active 2035 R (BRPGX) Fund Net Asset

Track net asset change of BlackRock LifePath Active 2035 R fund (BRPGX)

DateNet Asset
05/2016$21.28M
03/2016$20.66M
02/2016$19.18M
More historic net asset information on BlackRock LifePath Active 2035 R Fund (BRPGX)

  

Graph of BlackRock LifePath Active 2035 R Fund (BRPGX) Portfolio TrackingBlackRock LifePath Active 2035 R (BRPGX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath Active 2035 R fund (BRPGX)

DateCashStockBondOther
04/201617.66%67.74%11.17%3.08%
02/201620.83%65.19%10.82%2.84%
01/201617.77%67.13%11.75%2.97%
Click here to see more historic asset allocation information on BlackRock LifePath Active 2035 R Fund (BRPGX)

 

graph of BlackRock LifePath Active 2035 R Fund (BRPGX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath Active 2035 R (BRPGX) Fund

Discover what BlackRock LifePath Active 2035 R Fund (BRPGX) manager is buying

Apr 29, 2016
BlackRock International Opp Instl [25.05%]
BlackRock Master Large Cap Growth Port [12.17%]
BlackRock Basic Value K [12.04%]
BlackRock Equity Dividend K [5.39%]
iShares International Dev Rel Est [5.33%]
BlackRock Capital Appreciation BlackRock [5.18%]
BlackRock Master Total Return Portfolio [5.09%]
iShares US Real Estate [4.83%]
BlackRock Commodity Strategies Instl [4.39%]
BlackRock Emerging Mkt L/S Eq Instl [3.61%]

Feb 28, 2016
BlackRock International Opp Instl [26.01%]
BlackRock Master Large Cap Growth Port [13.4%]
BlackRock Basic Value K [12.1%]
BlackRock Equity Dividend K [5.52%]
BlackRock Capital Appreciation BlackRock [5.46%]
iShares International Dev Rel Est [5.18%]
BlackRock Master Total Return Portfolio [5.03%]
iShares US Real Estate [4.91%]
BlackRock Commodity Strategies Instl [3.93%]
BlackRock Emerging Mkt L/S Eq Instl [3.67%]

Jan 30, 2016
BlackRock International Opp Instl [24.52%]
BlackRock Master Large Cap Growth Port [12.93%]
BlackRock Basic Value K [11.5%]
BlackRock Capital Appreciation BlackRock [5.41%]
BlackRock Equity Dividend Instl [5.36%]
BlackRock Master Total Return Portfolio [5.28%]
iShares International Dev Rel Est [5.16%]
iShares US Real Estate [4.69%]
BlackRock Commodity Strategies Instl [4.08%]
BlackRock Emerging Mkt L/S Eq Instl [3.8%]
Click here for Stock Holding Change Map in BlackRock LifePath Active 2035 R Fund (BRPGX)

  

Latest News on BlackRock LifePath Active 2035 R (BRPGX) Fund

See what is happening with BlackRock LifePath Active 2035 R Fund (BRPGX)

    No recent news

 

BlackRock LifePath Active 2035 R Fund (BRPGX) Related ResourcesSee more information on BlackRock LifePath Active 2035 R (BRPGX) Fund

Popular pages on BlackRock LifePath Active 2035 R (BRPGX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update