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BlackRock LifePath 2020 R (LPRMX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath 2020 R (LPRMX) Fund

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

 

Graph of BlackRock LifePath 2020 R Fund (LPRMX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 10.9 years
Similar Funds: LPRCX  LPCMX 
Fund Family: BlackRock
Fund Category: Target-Date 2020
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)

 

Graph of BlackRock LifePath 2020 R Fund (LPRMX) ProfileBlackRock LifePath 2020 R Fund (LPRMX) Profile

Fund Profile and Description

BlackRock LifePath 2020 R 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 2020 R 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 59% of assets in underlying funds that invest primarily in equity securities, 41% 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 2020 R (LPRMX) Fund Strength What we like about BlackRock LifePath 2020 R (LPRMX) Fund

Data for BlackRock LifePath 2020 R Fund (LPRMX) as of May 30, 2016

  • BlackRock LifePath 2020 R Fund (LPRMX) management has been with BlackRock LifePath 2020 R Fund for 10.9 years
  • BlackRock LifePath 2020 R Fund (LPRMX) ratio of up-years vs down years is greater than 2
  • BlackRock LifePath 2020 R Fund (LPRMX) has an annual stock turnover rate of 18.00% vs Target-Date 2020 average of 36.91%. It is good that BlackRock LifePath 2020 R management does not trade extensively for its return.
  • BlackRock LifePath 2020 R Fund (LPRMX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.34, lower than category average of 6.52

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

Data for BlackRock LifePath 2020 R Fund (LPRMX) as of May 30, 2016

  • BlackRock LifePath 2020 R Fund (LPRMX) has a less-than-ideal short-term performance (1-year return -1.78% vs -1.39% Target-Date 2020 category median performance)
  • BlackRock LifePath 2020 R Fund (LPRMX) has a less-than-ideal mid-term performance (3-year return 3.54% vs 4.37% Target-Date 2020 category median performance)
  • BlackRock LifePath 2020 R Fund (LPRMX) has a less-than-ideal Long-term performance (5-year return 3.93% vs 4.86% Target-Date 2020 category median performance)
  • BlackRock LifePath 2020 R Fund (LPRMX) has a Morningstar rating of 3 and below
  • BlackRock LifePath 2020 R Fund (LPRMX) is less safe compared to its Target-Date 2020 peers
  • BlackRock LifePath 2020 R Fund (LPRMX) has a higher expense ratio of 1.57% than its Target-Date 2020 average of 0.43%
  • Even though BlackRock LifePath 2020 R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See BlackRock LifePath 2020 R Fund (LPRMX) performance details as of May 30, 2016

 

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Compare BlackRock LifePath 2020 R Fund (LPRMX)Compare with other top Target-Date 2020 category mutual funds

Aadditional top Target-Date 2020 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath 2020 R3.05-1.783.543.93
American Funds 2020 Trgt Date Retire R6 (RRCTX)3.520.676.657.20Compare
Schwab Target 2020 (SWCRX)1.57-1.305.296.00Compare
Vanguard Target Retirement 2020 Inv (VTWNX)3.09-0.885.896.28Compare

See top fund managers for Target-Date 2020 Category Funds

 

Graph of BlackRock LifePath 2020 R Fund (LPRMX) Net Asset TrackingBlackRock LifePath 2020 R (LPRMX) Fund Net Asset

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

DateNet Asset
05/2016$545.58M
03/2016$551.78M
02/2016$544.47M
More historic net asset information on BlackRock LifePath 2020 R Fund (LPRMX)

  

Graph of BlackRock LifePath 2020 R Fund (LPRMX) Portfolio TrackingBlackRock LifePath 2020 R (LPRMX) Fund Portfolio Allocation

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

DateCashStockBondOther
04/201611.37%42.35%42.79%3.09%
03/201611.57%42.02%42.89%3.1%
01/20165.79%39.58%51.27%2.89%
Click here to see more historic asset allocation information on BlackRock LifePath 2020 R Fund (LPRMX)

 

graph of BlackRock LifePath 2020 R Fund (LPRMX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath 2020 R (LPRMX) Fund

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

Apr 29, 2016
BlackRock CoreAlpha Bond Investor A [41.69%]
Active Stock Master Portfolio [17.81%]
International Tilts Master [10.72%]
BlackRock Russell 1000 Index T [7.96%]
iShares TIPS Bond [6.61%]
BlackRock Commodity Strategies Instl [3.54%]
BlackRock Small Cap Index A [3.41%]
Lifepath 2020 Portfolio - World Re [2.97%]
BlackRock Emerging Mkts Instl [2.76%]
iShares MSCI EAFE Small-Cap [1.49%]

Mar 30, 2016
BlackRock CoreAlpha Bond Investor A [42.24%]
Active Stock Master Portfolio [17.97%]
International Tilts Master [10.68%]
BlackRock Russell 1000 Index T [8.04%]
iShares TIPS Bond [6.59%]
BlackRock Commodity Strategies Instl [3.42%]
BlackRock Small Cap Index A [3.41%]
Lifepath 2020 Portfolio - World Re [3.03%]
BlackRock Emerging Mkts Instl [2.82%]
iShares MSCI EAFE Small-Cap [1.5%]

Jan 30, 2016
BlackRock CoreAlpha Bond Investor A [43.95%]
Active Stock Master Portfolio [16.65%]
International Tilts Master [10.26%]
BlackRock Russell 1000 Index T [8.42%]
iShares TIPS Bond [6.39%]
BlackRock Commodity Strategies Instl [3.39%]
BlackRock Small Cap Index A [3.37%]
Lifepath 2020 Portfolio - World Re [2.72%]
BlackRock Emerging Mkts Instl [2.65%]
iShares MSCI EAFE Small-Cap [1.44%]
Click here for Stock Holding Change Map in BlackRock LifePath 2020 R Fund (LPRMX)

  

Latest News on BlackRock LifePath 2020 R (LPRMX) Fund

See what is happening with BlackRock LifePath 2020 R Fund (LPRMX)

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BlackRock LifePath 2020 R Fund (LPRMX) Related ResourcesSee more information on BlackRock LifePath 2020 R (LPRMX) Fund

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