Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | LPRDX Insights | LPRDX Score | LPRDX Performance | LPRDX Manager | LPRDX News | LPRDX Allocation | LPRDX Holdings Change

Mutual Fund Insights: Barclays Global Investors LP 2030 R Fund (LPRDX)

In-depth Analysis of Barclays Global Investors LP 2030 R Fund (LPRDX)

Mutual fund chart: Barclays Global Investors LP 2030 R Fund (LPRDX)

3 months
6 months
1 year
3 year
5 year

See Barclays Global Investors LP 2030 R Fund (LPRDX) performance details as of January 31, 2010

  

    Last Trade: $13.43 on 3/19/2010, Change: -0.09 (-0.67%)

  

Fund Manager - Dagmar Nikles

Fund Manager Tenure: 4.8 years   [Similar Funds: LPSDX ]
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Nikles is an employee of Barclays and BGI and is primarily responsible for the day-to-day management of the LifePath Funds. She has been a member of the asset allocation portfolio management team since July 2003. Prior to joining BGI, she received her Financial Risk Manager Certification and prior to that, she 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 Barclays Global Investors LP 2030 R Fund (LPRDX) What we like about Barclays Global Investors LP 2030 R Fund (LPRDX)

Data for Barclays Global Investors LP 2030 R Fund (LPRDX) as of January 31, 2010

  • Barclays Global Investors LP 2030 R Fund (LPRDX) management has been with Barclays Global Investors LP 2030 R Fund for 4.8 years
  • Barclays Global Investors LP 2030 R Fund (LPRDX) has good mid-term performance (3-year return -5.67% vs -6.01% Target Date 2026-2030 category average)
  • Barclays Global Investors LP 2030 R Fund (LPRDX) has good Long-term performance (5-year return 1.38% vs 0.95% Target Date 2026-2030 category average)
  • Barclays Global Investors LP 2030 R Fund (LPRDX) ratio of up-years vs down years is greater than 2
  • Barclays Global Investors LP 2030 R Fund (LPRDX) has a Morningstar rating of 4 and above
  • Barclays Global Investors LP 2030 R Fund (LPRDX) has an annual stock turnover rate of 13.00% vs Target Date 2026-2030 average of 39.04%. It is good that Barclays Global Investors LP 2030 R management does not trade extensively for its return.
  • Barclays Global Investors LP 2030 R Fund (LPRDX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.05, lower than category average of 19.59

  

What we are cautious about Barclays Global Investors LP 2030 R Fund (LPRDX) What we are cautious about Barclays Global Investors LP 2030 R Fund (LPRDX)

Data for Barclays Global Investors LP 2030 R Fund (LPRDX) as of January 31, 2010

  • Barclays Global Investors LP 2030 R Fund is a focused fund with 98.15% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Barclays Global Investors LP 2030 R Fund (LPRDX) has a less-than-ideal short-term performance (1-year return 31.44% vs 33.93% Target Date 2026-2030 category average)
  • Barclays Global Investors LP 2030 R Fund (LPRDX) is less safe compared to its Target Date 2026-2030 peers
  • Barclays Global Investors LP 2030 R Fund (LPRDX) does not have a good risk adjusted return as its 3-year Alpha of -5.26 is worse than category average of -5.25, and its 3-year Sharpe ratio is -0.34
  • Barclays Global Investors LP 2030 R Fund (LPRDX) has a higher management fee of 1.10% than its Target Date 2026-2030 average of 0.63%
  • Even though Barclays Global Investors LP 2030 R Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Barclays Global Investors LP 2030 R Fund (LPRDX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2026-2030 category?

Below are some additional Target Date 2026-2030 mutual funds generated out of our database

  

Barclays Global Investors LP 2030 R Fund (LPRDX) Net Asset

Track net asset change of Barclays Global Investors LP 2030 R fund (LPRDX)

DateNet Asset
01/2010$209.09M
11/2009$203.24M
10/2009$192.07M
More historic net asset information on Barclays Global Investors LP 2030 R Fund (LPRDX)

  

Barclays Global Investors LP 2030 R Fund (LPRDX) Portfolio Allocation

Track portfolio allocation change of Barclays Global Investors LP 2030 R fund (LPRDX)

DateCashStockBondOther
09/20094.19%74.58%20.9%0.33%
07/20093.85%75.53%20.07%0.55%
06/20093.49%103.79%20.54%0.51%
Click here to see more historic asset allocation information on Barclays Global Investors LP 2030 R Fund (LPRDX)

  

Most Recent Top 10 Holdings in Barclays Global Investors LP 2030 R Fund (LPRDX)

Discover what Barclays Global Investors LP 2030 R Fund (LPRDX) manager is buying

30-Sep-09
Active Stock Master Portfolio [38%]
CoreAlpha Bond Master Portfolio [20.91%]
iShares MSCI EAFE Index [13.08%]
iShares S&P MidCap 400 Index [6.53%]
iShares FTSE EPRA/NAREIT Dev RE ex-US [4.72%]
iShares MSCI Emerging Markets Index [4.41%]
iShares Barclays TIPS Bond [3.18%]
iShares S&P SmallCap 600 Index [3.15%]
iShares Cohen & Steers Realty Majors [2.67%]
iShares MSCI EAFE Small Cap Index [1.67%]

31-Jul-09
Active Stock Master Portfolio [38.17%]
CoreAlpha Bond Master Portfolio [19.94%]
iShares MSCI EAFE Index [13.34%]
iShares S&P MidCap 400 Index [6.56%]
iShares FTSE EPRA/NAREIT Dev RE ex-US [5.19%]
iShares MSCI Emerging Markets Index [4.48%]
iShares S&P SmallCap 600 Index [3.25%]
iShares Barclays TIPS Bond [3.07%]
iShares Cohen & Steers Realty Majors [2.58%]
iShares MSCI EAFE Small Cap Index [1.65%]

30-Jun-09
Active Stock Master Portfolio [37.62%]
CoreAlpha Bond Master Portfolio [19.15%]
iShares MSCI EAFE Index [14.21%]
iShares S&P MidCap 400 Index [6.5%]
iShares FTSE EPRA/NAREIT Dvlpd RE ex-US [5.52%]
iShares MSCI Emerging Markets Index [4.51%]
iShares S&P SmallCap 600 Index [3.14%]
iShares Barclays TIPS Bond [2.94%]
iShares Cohen & Steers Realty Majors [2.81%]
iShares MSCI Canada Index [1.71%]
Click here for Stock Holding Change Map in Barclays Global Investors LP 2030 R Fund (LPRDX)

  

Related books and products to Barclays Global Investors LP 2030 R Fund (LPRDX)

  

Latest News on Barclays Global Investors LP 2030 R (LPRDX)

See what is happening with Barclays Global Investors LP 2030 R Fund (LPRDX)

 

Books and Resources

 

 

See more information on Barclays Global Investors LP 2030 R Fund (LPRDX)