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BlackRock LifePath 2025 K (LPBKX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath 2025 K (LPBKX) Fund

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

 

Graph of BlackRock LifePath 2025 K Fund (LPBKX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 9.6 years
Similar Funds: LPBAX  LPBCX  LPBIX  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 K Fund (LPBKX) ProfileBlackRock LifePath 2025 K Fund (LPBKX) Profile

Fund Profile and Description

BlackRock LifePath 2025 K Fund managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2025. BlackRock LifePath 2025 K 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 K (LPBKX) Fund Strength What we like about BlackRock LifePath 2025 K (LPBKX) Fund

Data for BlackRock LifePath 2025 K Fund (LPBKX) as of May 30, 2016

  • BlackRock LifePath 2025 K Fund (LPBKX) management has been with BlackRock LifePath 2025 K Fund for 9.6 years
  • BlackRock LifePath 2025 K Fund (LPBKX) has good short-term performance (1-year return -1.52% vs -2.04% Target-Date 2025 category median performance)
  • BlackRock LifePath 2025 K Fund (LPBKX) ratio of up-years vs down years is greater than 2
  • Asset base in BlackRock LifePath 2025 K Fund (LPBKX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock LifePath 2025 K Fund (LPBKX) has an annual stock turnover rate of 51.00% vs Target-Date 2025 average of 968.16%. It is good that BlackRock LifePath 2025 K management does not trade extensively for its return.
  • BlackRock LifePath 2025 K Fund (LPBKX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.37, lower than category average of 7.73
  • BlackRock LifePath 2025 K Fund (LPBKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock LifePath 2025 K Fund (LPBKX) Weakness What we are cautious about BlackRock LifePath 2025 K (LPBKX) Fund

Data for BlackRock LifePath 2025 K Fund (LPBKX) as of May 30, 2016

  • BlackRock LifePath 2025 K Fund (LPBKX) has a less-than-ideal mid-term performance (3-year return 4.75% vs 5.01% Target-Date 2025 category median performance)
  • BlackRock LifePath 2025 K Fund (LPBKX) has a less-than-ideal Long-term performance (5-year return 4.90% vs 5.38% Target-Date 2025 category median performance)
  • BlackRock LifePath 2025 K Fund (LPBKX) has a Morningstar rating of 3 and below
  • BlackRock LifePath 2025 K Fund (LPBKX) is less safe compared to its Target-Date 2025 peers
  • BlackRock LifePath 2025 K Fund (LPBKX) has a higher expense ratio of 0.78% than its Target-Date 2025 average of 0.39%
See BlackRock LifePath 2025 K Fund (LPBKX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock LifePath 2025 K Fund (LPBKX)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 K3.34-1.524.754.90
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 K Fund (LPBKX) Net Asset TrackingBlackRock LifePath 2025 K (LPBKX) Fund Net Asset

Track net asset change of BlackRock LifePath 2025 K fund (LPBKX)

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

  

Graph of BlackRock LifePath 2025 K Fund (LPBKX) Portfolio TrackingBlackRock LifePath 2025 K (LPBKX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath 2025 K fund (LPBKX)

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 K Fund (LPBKX)

 

graph of BlackRock LifePath 2025 K Fund (LPBKX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath 2025 K (LPBKX) Fund

Discover what BlackRock LifePath 2025 K Fund (LPBKX) 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 K Fund (LPBKX)

  

Latest News on BlackRock LifePath 2025 K (LPBKX) Fund

See what is happening with BlackRock LifePath 2025 K Fund (LPBKX)

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BlackRock LifePath 2025 K Fund (LPBKX) Related ResourcesSee more information on BlackRock LifePath 2025 K (LPBKX) Fund

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