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BlackRock LifePath 2045 K (LPHKX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath 2045 K (LPHKX) Fund

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

 

Graph of BlackRock LifePath 2045 K Fund (LPHKX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 9.6 years
Similar Funds: LPHAX  LPHCX  LPHIX  LPHRX 
Fund Family: BlackRock
Fund Category: Target-Date 2045
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)

 

Graph of BlackRock LifePath 2045 K Fund (LPHKX) ProfileBlackRock LifePath 2045 K Fund (LPHKX) Profile

Fund Profile and Description

BlackRock LifePath 2045 K Fund managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2045. BlackRock LifePath 2045 K Fund invests all of its assets in the 2045 Master Portfolio, a separate mutual fund with a substantially identical investment objective. It is expected to invest approximately 93% of assets in underlying funds that invest primarily in equity securities, 7% 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 2045 K (LPHKX) Fund Strength What we like about BlackRock LifePath 2045 K (LPHKX) Fund

Data for BlackRock LifePath 2045 K Fund (LPHKX) as of May 30, 2016

  • BlackRock LifePath 2045 K Fund (LPHKX) management has been with BlackRock LifePath 2045 K Fund for 9.6 years
  • BlackRock LifePath 2045 K Fund (LPHKX) has good short-term performance (1-year return -3.32% vs -3.86% Target-Date 2045 category median performance)
  • Asset base in BlackRock LifePath 2045 K Fund (LPHKX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock LifePath 2045 K Fund (LPHKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock LifePath 2045 K Fund (LPHKX) Weakness What we are cautious about BlackRock LifePath 2045 K (LPHKX) Fund

Data for BlackRock LifePath 2045 K Fund (LPHKX) as of May 30, 2016

  • BlackRock LifePath 2045 K Fund (LPHKX) has a less-than-ideal mid-term performance (3-year return 5.73% vs 5.90% Target-Date 2045 category median performance)
  • BlackRock LifePath 2045 K Fund (LPHKX) has a less-than-ideal Long-term performance (5-year return 5.84% vs 6.18% Target-Date 2045 category median performance)
  • BlackRock LifePath 2045 K Fund (LPHKX) ratio of up-years vs down years can be improved
  • BlackRock LifePath 2045 K Fund (LPHKX) has a Morningstar rating of 3 and below
  • BlackRock LifePath 2045 K Fund (LPHKX) is less safe compared to its Target-Date 2045 peers
  • BlackRock LifePath 2045 K Fund (LPHKX) has an annual stock turnover rate of 50.00% that is higher than the Target-Date 2045 average of 24.29%. This could mean BlackRock LifePath 2045 K is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock LifePath 2045 K Fund (LPHKX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.59 that is higher than category average of 10.45
  • BlackRock LifePath 2045 K Fund (LPHKX) has a higher expense ratio of 0.83% than its Target-Date 2045 average of 0.40%
See BlackRock LifePath 2045 K Fund (LPHKX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock LifePath 2045 K Fund (LPHKX)Compare with other top Target-Date 2045 category mutual funds

Aadditional top Target-Date 2045 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath 2045 K2.95-3.325.735.84
American Funds 2045 Trgt Date Retire R6 (RFHTX)2.81-1.547.958.43Compare
American Century One Choice 2045 Inv (AROIX)2.45-2.896.507.26Compare
American Funds 2045 Trgt Date Retire A (AAHTX)2.58-1.917.598.07Compare

See top fund managers for Target-Date 2045 Category Funds

 

Graph of BlackRock LifePath 2045 K Fund (LPHKX) Net Asset TrackingBlackRock LifePath 2045 K (LPHKX) Fund Net Asset

Track net asset change of BlackRock LifePath 2045 K fund (LPHKX)

DateNet Asset
05/2016$37.31M
03/2016$35.66M
02/2016$33.05M
More historic net asset information on BlackRock LifePath 2045 K Fund (LPHKX)

  

Graph of BlackRock LifePath 2045 K Fund (LPHKX) Portfolio TrackingBlackRock LifePath 2045 K (LPHKX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath 2045 K fund (LPHKX)

DateCashStockBondOther
04/20164.9%77.97%2.63%14.49%
03/20165.23%77.6%2.6%14.56%
01/20164.97%77.57%3.34%14.12%
Click here to see more historic asset allocation information on BlackRock LifePath 2045 K Fund (LPHKX)

 

graph of BlackRock LifePath 2045 K Fund (LPHKX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath 2045 K (LPHKX) Fund

Discover what BlackRock LifePath 2045 K Fund (LPHKX) manager is buying

Apr 29, 2016
MIP Active Stock Master [27.24%]
MIP International Tilts Master Portfolio [20.58%]
BlackRock Russell 1000 Index T [19.39%]
Lifepath 2045 Portfolio - World Re [13.72%]
BlackRock Emerging Mkts Instl [5.38%]
BlackRock Commodity Strategies Instl [4.08%]
iShares MSCI EAFE Small-Cap [2.89%]
BlackRock CoreAlpha Bond Investor A [2.78%]
BlackRock Small Cap Index A [2.03%]
iShares MSCI Canada [1.74%]

Mar 30, 2016
MIP Active Stock Master [27.43%]
MIP International Tilts Master Portfolio [20.47%]
BlackRock Russell 1000 Index T [19.56%]
Lifepath 2045 Portfolio - World Re [13.98%]
BlackRock Emerging Mkts Instl [5.41%]
BlackRock Commodity Strategies Instl [3.79%]
iShares MSCI EAFE Small-Cap [2.92%]
BlackRock CoreAlpha Bond Investor A [2.74%]
BlackRock Small Cap Index A [2.02%]
iShares MSCI Canada [1.65%]

Jan 30, 2016
MIP Active Stock Master [28.04%]
MIP International Tilts Master Portfolio [20.42%]
BlackRock Russell 1000 Index T [19.06%]
Lifepath 2045 Portfolio - World Re [13.66%]
BlackRock Emerging Mkts Instl [5.3%]
BlackRock Commodity Strategies Instl [3.89%]
BlackRock CoreAlpha Bond Investor A [2.92%]
iShares MSCI EAFE Small-Cap [2.87%]
BlackRock Small Cap Index A [2.04%]
iShares MSCI Canada [1.63%]
Click here for Stock Holding Change Map in BlackRock LifePath 2045 K Fund (LPHKX)

  

Latest News on BlackRock LifePath 2045 K (LPHKX) Fund

See what is happening with BlackRock LifePath 2045 K Fund (LPHKX)

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BlackRock LifePath 2045 K Fund (LPHKX) Related ResourcesSee more information on BlackRock LifePath 2045 K (LPHKX) Fund

Popular pages on BlackRock LifePath 2045 K (LPHKX) Fund

  

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