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BlackRock LifePath 2035 Investor A (LPJAX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath 2035 Investor A (LPJAX) Fund

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

 

Graph of BlackRock LifePath 2035 Investor A Fund (LPJAX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 9.7 years
Similar Funds: LPJCX  LPJIX  LPJKX  LPJRX 
Fund Family: BlackRock
Fund Category: Target-Date 2035
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

 

Graph of BlackRock LifePath 2035 Investor A Fund (LPJAX) ProfileBlackRock LifePath 2035 Investor A Fund (LPJAX) Profile

Fund Profile and Description

BlackRock LifePath 2035 Investor A Fund managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2035. BlackRock LifePath 2035 Investor A Fund invests all of its assets in the 2035 Master Portfolio, a separate mutual fund with a substantially identical investment objective. It is expected to invest approximately 81% of assets in underlying funds that invest primarily in equity securities, 19% 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 2035 Investor A (LPJAX) Fund Strength What we like about BlackRock LifePath 2035 Investor A (LPJAX) Fund

Data for BlackRock LifePath 2035 Investor A Fund (LPJAX) as of May 30, 2016

  • BlackRock LifePath 2035 Investor A Fund (LPJAX) management has been with BlackRock LifePath 2035 Investor A Fund for 9.7 years
  • BlackRock LifePath 2035 Investor A Fund (LPJAX) has good short-term performance (1-year return -3.05% vs -3.24% Target-Date 2035 category median performance)
  • Asset base in BlackRock LifePath 2035 Investor A Fund (LPJAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock LifePath 2035 Investor A Fund (LPJAX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.25, lower than category average of 9.59

BlackRock LifePath 2035 Investor A Fund (LPJAX) Weakness What we are cautious about BlackRock LifePath 2035 Investor A (LPJAX) Fund

Data for BlackRock LifePath 2035 Investor A Fund (LPJAX) as of May 30, 2016

  • BlackRock LifePath 2035 Investor A Fund (LPJAX) has a less-than-ideal mid-term performance (3-year return 4.71% vs 5.59% Target-Date 2035 category median performance)
  • BlackRock LifePath 2035 Investor A Fund (LPJAX) has a less-than-ideal Long-term performance (5-year return 4.91% vs 5.95% Target-Date 2035 category median performance)
  • BlackRock LifePath 2035 Investor A Fund (LPJAX) ratio of up-years vs down years can be improved
  • BlackRock LifePath 2035 Investor A Fund (LPJAX) has a Morningstar rating of 3 and below
  • BlackRock LifePath 2035 Investor A Fund (LPJAX) is less safe compared to its Target-Date 2035 peers
  • BlackRock LifePath 2035 Investor A Fund (LPJAX) has an annual stock turnover rate of 44.00% that is higher than the Target-Date 2035 average of 24.63%. This could mean BlackRock LifePath 2035 Investor A is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock LifePath 2035 Investor A Fund (LPJAX) has a higher expense ratio of 1.36% than its Target-Date 2035 average of 0.39%
  • BlackRock LifePath 2035 Investor A Fund (LPJAX) carries a 5.25% load
See BlackRock LifePath 2035 Investor A Fund (LPJAX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock LifePath 2035 Investor A Fund (LPJAX)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 2035 Investor A2.93-3.054.714.91
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 2035 Investor A Fund (LPJAX) Net Asset TrackingBlackRock LifePath 2035 Investor A (LPJAX) Fund Net Asset

Track net asset change of BlackRock LifePath 2035 Investor A fund (LPJAX)

DateNet Asset
05/2016$58.34M
03/2016$55.64M
02/2016$53.52M
More historic net asset information on BlackRock LifePath 2035 Investor A Fund (LPJAX)

  

Graph of BlackRock LifePath 2035 Investor A Fund (LPJAX) Portfolio TrackingBlackRock LifePath 2035 Investor A (LPJAX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath 2035 Investor A fund (LPJAX)

DateCashStockBondOther
04/20167.38%66.77%15.11%10.65%
03/20167.55%66.47%15.19%10.69%
01/20165.38%65.16%19.23%10.1%
Click here to see more historic asset allocation information on BlackRock LifePath 2035 Investor A Fund (LPJAX)

 

graph of BlackRock LifePath 2035 Investor A Fund (LPJAX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath 2035 Investor A (LPJAX) Fund

Discover what BlackRock LifePath 2035 Investor A Fund (LPJAX) manager is buying

Apr 29, 2016
MIP Active Stock Master [24.94%]
MIP International Tilts Master Portfolio [17.45%]
BlackRock Russell 1000 Index T [16.2%]
BlackRock CoreAlpha Bond Investor A [15.95%]
Lifepath 2035 Portfolio - World Re [10.22%]
BlackRock Emerging Mkts Instl [4.63%]
BlackRock Commodity Strategies Instl [3.86%]
iShares MSCI EAFE Small-Cap [2.45%]
BlackRock Small Cap Index A [2.07%]
iShares MSCI Canada [1.45%]

Mar 30, 2016
MIP Active Stock Master [25.18%]
MIP International Tilts Master Portfolio [17.41%]
BlackRock Russell 1000 Index T [16.39%]
BlackRock CoreAlpha Bond Investor A [16.14%]
Lifepath 2035 Portfolio - World Re [10.45%]
BlackRock Emerging Mkts Instl [4.6%]
BlackRock Commodity Strategies Instl [3.69%]
iShares MSCI EAFE Small-Cap [2.47%]
BlackRock Small Cap Index A [2.07%]
iShares MSCI Canada [1.38%]

Jan 30, 2016
MIP Active Stock Master [24.77%]
BlackRock CoreAlpha Bond Investor A [17.46%]
MIP International Tilts Master Portfolio [17.17%]
BlackRock Russell 1000 Index T [16.39%]
Lifepath 2035 Portfolio - World Re [10.03%]
BlackRock Emerging Mkts Instl [4.46%]
BlackRock Commodity Strategies Instl [3.75%]
iShares MSCI EAFE Small-Cap [2.42%]
BlackRock Small Cap Index A [2.25%]
iShares MSCI Canada [1.35%]
Click here for Stock Holding Change Map in BlackRock LifePath 2035 Investor A Fund (LPJAX)

  

Latest News on BlackRock LifePath 2035 Investor A (LPJAX) Fund

See what is happening with BlackRock LifePath 2035 Investor A Fund (LPJAX)

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BlackRock LifePath 2035 Investor A Fund (LPJAX) Related ResourcesSee more information on BlackRock LifePath 2035 Investor A (LPJAX) Fund

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