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BlackRock LifePath 2040 Investor C (LPCKX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath 2040 Investor C (LPCKX) Fund

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

 

Graph of BlackRock LifePath 2040 Investor C Fund (LPCKX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 10.4 years
Similar Funds: LPRKX 
Fund Family: BlackRock
Fund Category: Target-Date 2040
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.28)     (What does this score mean?)

 

Graph of BlackRock LifePath 2040 Investor C Fund (LPCKX) ProfileBlackRock LifePath 2040 Investor C Fund (LPCKX) Profile

Fund Profile and Description

BlackRock LifePath 2040 Investor C Fund seeks to maximize return consistent with the quantitatively measured risk that investors on average may be willing to accept given their investment time horizon. BlackRock LifePath 2040 Investor C Fund invests all of its assets in a corresponding Master Portfolio which allocates and reallocates its assets among the underlying funds. As of March 31, 2010, it held approximately 88% of assets in underlying funds that invest primarily in equity securities, 12% of assets in underlying funds that invest primarily in bonds and the remainder of assets in underlying funds that invest primarily in money market instruments.

 

BlackRock LifePath 2040 Investor C (LPCKX) Fund Strength What we like about BlackRock LifePath 2040 Investor C (LPCKX) Fund

Data for BlackRock LifePath 2040 Investor C Fund (LPCKX) as of May 30, 2016

  • BlackRock LifePath 2040 Investor C Fund (LPCKX) management has been with BlackRock LifePath 2040 Investor C Fund for 10.4 years
  • Asset base in BlackRock LifePath 2040 Investor C Fund (LPCKX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock LifePath 2040 Investor C Fund (LPCKX) has an annual stock turnover rate of 19.00% vs Target-Date 2040 average of 29.57%. It is good that BlackRock LifePath 2040 Investor C management does not trade extensively for its return.

BlackRock LifePath 2040 Investor C Fund (LPCKX) Weakness What we are cautious about BlackRock LifePath 2040 Investor C (LPCKX) Fund

Data for BlackRock LifePath 2040 Investor C Fund (LPCKX) as of May 30, 2016

  • BlackRock LifePath 2040 Investor C Fund (LPCKX) has a less-than-ideal short-term performance (1-year return -4.30% vs -3.60% Target-Date 2040 category median performance)
  • BlackRock LifePath 2040 Investor C Fund (LPCKX) has a less-than-ideal mid-term performance (3-year return 4.19% vs 5.77% Target-Date 2040 category median performance)
  • BlackRock LifePath 2040 Investor C Fund (LPCKX) has a less-than-ideal Long-term performance (5-year return 4.27% vs 6.00% Target-Date 2040 category median performance)
  • BlackRock LifePath 2040 Investor C Fund (LPCKX) ratio of up-years vs down years can be improved
  • BlackRock LifePath 2040 Investor C Fund (LPCKX) has a Morningstar rating of 3 and below
  • BlackRock LifePath 2040 Investor C Fund (LPCKX) is less safe compared to its Target-Date 2040 peers
  • BlackRock LifePath 2040 Investor C Fund (LPCKX) does not have a good risk adjusted return as its 3-year Alpha of -2.13 is worse than category average of -0.91, and its 3-year Sharpe ratio is 0.45
  • BlackRock LifePath 2040 Investor C Fund (LPCKX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.04 that is higher than category average of 10.02
  • BlackRock LifePath 2040 Investor C Fund (LPCKX) has a higher expense ratio of 2.07% than its Target-Date 2040 average of 0.43%
  • BlackRock LifePath 2040 Investor C Fund (LPCKX) carries a 1% load
See BlackRock LifePath 2040 Investor C Fund (LPCKX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock LifePath 2040 Investor C Fund (LPCKX)Compare with other top Target-Date 2040 category mutual funds

Aadditional top Target-Date 2040 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath 2040 Investor C2.50-4.304.194.27
American Funds 2040 Trgt Date Retire R6 (RFGTX)2.84-1.527.928.42Compare
Madison Target Retirement 2040 R6 (MFRRX)3.52-0.936.697.09Compare
American Funds 2040 Trgt Date Retire A (AAGTX)2.60-1.917.538.04Compare

See top fund managers for Target-Date 2040 Category Funds

 

Graph of BlackRock LifePath 2040 Investor C Fund (LPCKX) Net Asset TrackingBlackRock LifePath 2040 Investor C (LPCKX) Fund Net Asset

Track net asset change of BlackRock LifePath 2040 Investor C fund (LPCKX)

DateNet Asset
05/2016$420.52M
03/2016$420.07M
02/2016$391.15M
More historic net asset information on BlackRock LifePath 2040 Investor C Fund (LPCKX)

  

Graph of BlackRock LifePath 2040 Investor C Fund (LPCKX) Portfolio TrackingBlackRock LifePath 2040 Investor C (LPCKX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath 2040 Investor C fund (LPCKX)

DateCashStockBondOther
04/20165.83%74.01%7.2%12.91%
03/20166.27%73.49%7.26%12.93%
01/20165.13%73.56%8.67%12.6%
Click here to see more historic asset allocation information on BlackRock LifePath 2040 Investor C Fund (LPCKX)

 

graph of BlackRock LifePath 2040 Investor C Fund (LPCKX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath 2040 Investor C (LPCKX) Fund

Discover what BlackRock LifePath 2040 Investor C Fund (LPCKX) manager is buying

Apr 29, 2016
MIP Active Stock Master [25.98%]
MIP International Tilts Master Portfolio [19.41%]
BlackRock Russell 1000 Index T [18.95%]
Lifepath 2040 Portfolio - World Re [12.27%]
BlackRock CoreAlpha Bond Investor A [7.67%]
BlackRock Emerging Mkts Instl [5.14%]
BlackRock Commodity Strategies Instl [3.96%]
iShares MSCI EAFE Small-Cap [2.77%]
BlackRock Small Cap Index A [1.95%]
iShares MSCI Canada [1.65%]

Mar 30, 2016
MIP Active Stock Master [26.13%]
MIP International Tilts Master Portfolio [19.28%]
BlackRock Russell 1000 Index T [19.1%]
Lifepath 2040 Portfolio - World Re [12.5%]
BlackRock CoreAlpha Bond Investor A [7.75%]
BlackRock Emerging Mkts Instl [5.15%]
BlackRock Commodity Strategies Instl [3.73%]
iShares MSCI EAFE Small-Cap [2.78%]
BlackRock Small Cap Index A [1.94%]
iShares MSCI Canada [1.56%]

Jan 30, 2016
MIP Active Stock Master [26.49%]
MIP International Tilts Master Portfolio [19.31%]
BlackRock Russell 1000 Index T [19%]
Lifepath 2040 Portfolio - World Re [12.28%]
BlackRock CoreAlpha Bond Investor A [7.66%]
BlackRock Emerging Mkts Instl [4.98%]
BlackRock Commodity Strategies Instl [3.79%]
iShares MSCI EAFE Small-Cap [2.71%]
BlackRock Small Cap Index A [2.07%]
iShares MSCI Canada [1.52%]
Click here for Stock Holding Change Map in BlackRock LifePath 2040 Investor C Fund (LPCKX)

  

Latest News on BlackRock LifePath 2040 Investor C (LPCKX) Fund

See what is happening with BlackRock LifePath 2040 Investor C Fund (LPCKX)

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BlackRock LifePath 2040 Investor C Fund (LPCKX) Related ResourcesSee more information on BlackRock LifePath 2040 Investor C (LPCKX) Fund

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