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BlackRock LifePath 2025 Instl (LPBIX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath 2025 Instl (LPBIX) Fund

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

 

Graph of BlackRock LifePath 2025 Instl Fund (LPBIX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 9.6 years
Similar Funds: LPBAX  LPBCX  LPBKX  LPBRX 
Fund Family: BlackRock
Fund Category: Target-Date 2025
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

 

Graph of BlackRock LifePath 2025 Instl Fund (LPBIX) ProfileBlackRock LifePath 2025 Instl Fund (LPBIX) Profile

Fund Profile and Description

BlackRock LifePath 2025 Instl Fund managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2025. BlackRock LifePath 2025 Instl Fund invests all of its assets in the 2025 Master Portfolio, a separate mutual fund with a substantially identical investment objective. It is expected to invest approximately 67% of assets in underlying funds that invest primarily in equity securities, 33% of assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments.

 

BlackRock LifePath 2025 Instl (LPBIX) Fund Strength What we like about BlackRock LifePath 2025 Instl (LPBIX) Fund

Data for BlackRock LifePath 2025 Instl Fund (LPBIX) as of May 30, 2016

  • BlackRock LifePath 2025 Instl Fund (LPBIX) management has been with BlackRock LifePath 2025 Instl Fund for 9.6 years
  • BlackRock LifePath 2025 Instl Fund (LPBIX) has good short-term performance (1-year return -1.74% vs -2.04% Target-Date 2025 category median performance)
  • BlackRock LifePath 2025 Instl Fund (LPBIX) ratio of up-years vs down years is greater than 2
  • Asset base in BlackRock LifePath 2025 Instl Fund (LPBIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock LifePath 2025 Instl Fund (LPBIX) has an annual stock turnover rate of 51.00% vs Target-Date 2025 average of 968.16%. It is good that BlackRock LifePath 2025 Instl management does not trade extensively for its return.
  • BlackRock LifePath 2025 Instl Fund (LPBIX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.33, lower than category average of 7.73
  • BlackRock LifePath 2025 Instl Fund (LPBIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock LifePath 2025 Instl Fund (LPBIX) Weakness What we are cautious about BlackRock LifePath 2025 Instl (LPBIX) Fund

Data for BlackRock LifePath 2025 Instl Fund (LPBIX) as of May 30, 2016

  • BlackRock LifePath 2025 Instl Fund (LPBIX) has a less-than-ideal mid-term performance (3-year return 4.42% vs 5.01% Target-Date 2025 category median performance)
  • BlackRock LifePath 2025 Instl Fund (LPBIX) has a less-than-ideal Long-term performance (5-year return 4.71% vs 5.38% Target-Date 2025 category median performance)
  • BlackRock LifePath 2025 Instl Fund (LPBIX) has a Morningstar rating of 3 and below
  • BlackRock LifePath 2025 Instl Fund (LPBIX) is less safe compared to its Target-Date 2025 peers
  • BlackRock LifePath 2025 Instl Fund (LPBIX) has a higher expense ratio of 1.11% than its Target-Date 2025 average of 0.39%
See BlackRock LifePath 2025 Instl Fund (LPBIX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock LifePath 2025 Instl Fund (LPBIX)Compare with other top Target-Date 2025 category mutual funds

Aadditional top Target-Date 2025 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath 2025 Instl3.20-1.744.424.71
American Funds 2025 Trgt Date Retire R6 (RFDTX)3.370.087.368.00Compare
Vanguard Target Retirement 2025 Inv (VTTVX)3.01-1.446.206.56Compare
American Century One Choice 2025 Instl (ARWFX)3.01-0.905.246.13Compare

See top fund managers for Target-Date 2025 Category Funds

 

Graph of BlackRock LifePath 2025 Instl Fund (LPBIX) Net Asset TrackingBlackRock LifePath 2025 Instl (LPBIX) Fund Net Asset

Track net asset change of BlackRock LifePath 2025 Instl fund (LPBIX)

DateNet Asset
05/2016$67.41M
03/2016$64.60M
02/2016$62.95M
More historic net asset information on BlackRock LifePath 2025 Instl Fund (LPBIX)

  

Graph of BlackRock LifePath 2025 Instl Fund (LPBIX) Portfolio TrackingBlackRock LifePath 2025 Instl (LPBIX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath 2025 Instl fund (LPBIX)

DateCashStockBondOther
04/201610.07%50.77%33.21%5.69%
03/201610.12%50.53%33.34%5.73%
01/20165.72%47.95%40.68%5.32%
Click here to see more historic asset allocation information on BlackRock LifePath 2025 Instl Fund (LPBIX)

 

graph of BlackRock LifePath 2025 Instl Fund (LPBIX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath 2025 Instl (LPBIX) Fund

Discover what BlackRock LifePath 2025 Instl Fund (LPBIX) manager is buying

Apr 29, 2016
BlackRock CoreAlpha Bond Investor A [32.66%]
Active Stock Master Portfolio [21.43%]
International Tilts Master [13.09%]
BlackRock Russell 1000 Index T [9.74%]
Lifepath 2025 Portfolio - World Re [5.59%]
iShares TIPS Bond [4.25%]
BlackRock Commodity Strategies Instl [3.63%]
BlackRock Emerging Mkts Instl [3.4%]
BlackRock Small Cap Index A [2.93%]
iShares MSCI EAFE Small-Cap [1.85%]

Mar 30, 2016
BlackRock CoreAlpha Bond Investor A [33.02%]
Active Stock Master Portfolio [21.6%]
International Tilts Master [13.05%]
BlackRock Russell 1000 Index T [9.85%]
Lifepath 2025 Portfolio - World Re [5.71%]
iShares TIPS Bond [4.21%]
BlackRock Commodity Strategies Instl [3.48%]
BlackRock Emerging Mkts Instl [3.44%]
BlackRock Small Cap Index A [2.93%]
iShares MSCI EAFE Small-Cap [1.87%]

Jan 30, 2016
BlackRock CoreAlpha Bond Investor A [35.09%]
Active Stock Master Portfolio [20.61%]
International Tilts Master [12.6%]
BlackRock Russell 1000 Index T [9.93%]
Lifepath 2025 Portfolio - World Re [5.3%]
iShares TIPS Bond [3.96%]
BlackRock Commodity Strategies Instl [3.52%]
BlackRock Emerging Mkts Instl [3.27%]
BlackRock Small Cap Index A [2.88%]
iShares MSCI EAFE Small-Cap [1.79%]
Click here for Stock Holding Change Map in BlackRock LifePath 2025 Instl Fund (LPBIX)

  

Latest News on BlackRock LifePath 2025 Instl (LPBIX) Fund

See what is happening with BlackRock LifePath 2025 Instl Fund (LPBIX)

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BlackRock LifePath 2025 Instl Fund (LPBIX) Related ResourcesSee more information on BlackRock LifePath 2025 Instl (LPBIX) Fund

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