Mutual Fund Insights: BlackRock LifePath 2020 R Fund (LPRCX)

In-depth Analysis of BlackRock LifePath 2020 R Fund (LPRCX)

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See BlackRock LifePath 2020 R Fund (LPRCX) performance details as of February 28, 2010

  

Last Trade: $14.32 on 3/19/2010, Change: -0.08 (-0.56%)

  

Fund Manager - Dagmar Nikles

Fund Manager Tenure: 4.8 years   [Similar Funds: LPSCX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

Dagmar Nikles is an employee of Barclays and BGI and is primarily responsible for the day-to-day management of the LifePath Funds. Dagmar Nikles has been a member of the asset allocation portfolio management team since July 2003. Prior to joining BGI, Dagmar Nikles received her Financial Risk Manager Certification and prior to that, Dagmar Nikles was an assistant portfolio manager and analyst at Zurich Scudder Investment from 2000 to 2002.  Get more insights on Dagmar Nikles

  

 What we like about BlackRock LifePath 2020 R Fund (LPRCX)

Data for BlackRock LifePath 2020 R Fund (LPRCX) as of February 28, 2010

• BlackRock LifePath 2020 R Fund (LPRCX) management has been with BlackRock LifePath 2020 R Fund for 4.8 years
• BlackRock LifePath 2020 R Fund (LPRCX) has good Long-term performance (5-year return 2.12% vs 1.47 % Target Date 2016-2020 category average)
• BlackRock LifePath 2020 R Fund (LPRCX) ratio of up-years vs down years is greater than 2
• BlackRock LifePath 2020 R Fund (LPRCX) has a Morningstar rating of 4 and above
• BlackRock LifePath 2020 R Fund (LPRCX) has an annual stock turnover rate of 13.00% vs Target Date 2016-2020 average of 38.28%. It is good that BlackRock LifePath 2020 R management does not trade extensively for its return.
• BlackRock LifePath 2020 R Fund (LPRCX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.07, lower than category average of 16.66

  

 What we are cautious about BlackRock LifePath 2020 R Fund (LPRCX)

Data for BlackRock LifePath 2020 R Fund (LPRCX) as of February 28, 2010

• BlackRock LifePath 2020 R Fund is a focused fund with 98.61% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• BlackRock LifePath 2020 R Fund (LPRCX) has a less-than-ideal short-term performance (1-year return 38.80% vs 40.08 % Target Date 2016-2020 category average)
• BlackRock LifePath 2020 R Fund (LPRCX) has a less-than-ideal mid-term performance (3-year return -2.71% vs -3.45 % Target Date 2016-2020 category average)
• BlackRock LifePath 2020 R Fund (LPRCX) has a higher management fee of 0.98% than its Target Date 2016-2020 average of 0.67%
• Even though BlackRock LifePath 2020 R Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See BlackRock LifePath 2020 R Fund (LPRCX) performance details as of February 28, 2010

  

  

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BlackRock LifePath 2020 R Fund (LPRCX) Net Asset

Track net asset change of BlackRock LifePath 2020 R fund (LPRCX)

Date	Net Asset
02/2010	$995.26M
01/2010	$265.94M
11/2009	$257.16M

More historic net asset information on BlackRock LifePath 2020 R Fund (LPRCX)

  

BlackRock LifePath 2020 R Fund (LPRCX) Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath 2020 R fund (LPRCX)

Date	Cash	Stock	Bond	Other
01/2010	6.34%	57.91%	35.52%	0.23%
09/2009	5.89%	59.81%	33.98%	0.32%
08/2009	4.95%	60.24%	34.66%	0.15%

Click here to see more historic asset allocation information on BlackRock LifePath 2020 R Fund (LPRCX)

  

Most Recent Top 10 Holdings in BlackRock LifePath 2020 R Fund (LPRCX)

Discover what BlackRock LifePath 2020 R Fund (LPRCX) manager is buying

31-Jan-10 Core Alpha Bond LP [35.21%] Active Stock LP [29.36%] iShares MSCI EAFE Index [9.96%] iShares Barclays TIPS Bond [5.87%] iShares S&P MidCap 400 Index [5.85%] iShares MSCI Emerging Markets Index [3.55%] iShares FTSE EPRA/NAREIT Dev RE ex-US [3.1%] iShares S&P SmallCap 600 Index [2.57%] iShares Cohen & Steers Realty Majors [1.71%] iShares MSCI EAFE Small Cap Index [1.43%]

30-Sep-09 CoreAlpha Bond Master Portfolio [33.64%] Active Stock Master Portfolio [30.27%] iShares MSCI EAFE Index [10.51%] iShares S&P MidCap 400 Index [5.85%] iShares Barclays TIPS Bond [5.47%] iShares MSCI Emerging Markets Index [3.54%] iShares FTSE EPRA/NAREIT Dev RE ex-US [3.28%] iShares S&P SmallCap 600 Index [2.81%] iShares Cohen & Steers Realty Majors [1.84%] iShares MSCI EAFE Small Cap Index [1.37%]

31-Aug-09 CoreAlpha Bond Master Portfolio [33.34%] Active Stock Master Portfolio [30.41%] iShares MSCI EAFE Index [10.66%] iShares S&P MidCap 400 Index [5.84%] iShares Barclays TIPS Bond [5.38%] iShares FTSE EPRA/NAREIT Dev RE ex-US [3.5%] iShares MSCI Emerging Markets Index [3.46%] iShares S&P SmallCap 600 Index [2.81%] iShares Cohen & Steers Realty Majors [1.85%] iShares MSCI EAFE Small Cap Index [1.38%]

Click here for Stock Holding Change Map in BlackRock LifePath 2020 R Fund (LPRCX)

  

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See more information on BlackRock LifePath 2020 R Fund (LPRCX)

• BlackRock LifePath 2020 R Fund Insights
• BlackRock LifePath 2020 R Fund Performance Data
• BlackRock LifePath 2020 R Fund News
• BlackRock LifePath 2020 R Fund Score Explaination
• BlackRock LifePath 2020 R Fund Manager Information
• Historic BlackRock LifePath 2020 R Fund Asset Allocation Report
• Historic BlackRock LifePath 2020 R Fund Top 10 Holding Tracking
• Historic BlackRock LifePath 2020 R Fund Asset Under Management Tracking