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BlackRock LifePath Retirement K (LPSAX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath Retirement K (LPSAX) Fund

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

 

Graph of BlackRock LifePath Retirement K Fund (LPSAX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 10.8 years
Similar Funds: LPRAX 
Fund Family: BlackRock
Fund Category: Target-Date Retirement
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

 

Graph of BlackRock LifePath Retirement K Fund (LPSAX) ProfileBlackRock LifePath Retirement K Fund (LPSAX) Profile

Fund Profile and Description

This fund is managed for investors seeking income and moderate long-term growth of capital. BlackRock LifePath Retirement K 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 38% of assets in Underlying funds that invest primarily in equity securities, 62% 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 Retirement K (LPSAX) Fund Strength What we like about BlackRock LifePath Retirement K (LPSAX) Fund

Data for BlackRock LifePath Retirement K Fund (LPSAX) as of May 30, 2016

  • BlackRock LifePath Retirement K Fund (LPSAX) management has been with BlackRock LifePath Retirement K Fund for 10.8 years
  • BlackRock LifePath Retirement K Fund (LPSAX) has good short-term performance (1-year return -0.26% vs -0.45% Target-Date Retirement category median performance)
  • BlackRock LifePath Retirement K Fund (LPSAX) has good mid-term performance (3-year return 3.75% vs 2.77% Target-Date Retirement category median performance)
  • BlackRock LifePath Retirement K Fund (LPSAX) has good Long-term performance (5-year return 4.39% vs 3.52% Target-Date Retirement category median performance)
  • BlackRock LifePath Retirement K Fund (LPSAX) ratio of up-years vs down years is greater than 2
  • BlackRock LifePath Retirement K Fund (LPSAX) has a Morningstar rating of 4 and above
  • BlackRock LifePath Retirement K Fund (LPSAX) has an annual stock turnover rate of 21.00% vs Target-Date Retirement average of 33.20%. It is good that BlackRock LifePath Retirement K management does not trade extensively for its return.
  • BlackRock LifePath Retirement K Fund (LPSAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock LifePath Retirement K Fund (LPSAX) Weakness What we are cautious about BlackRock LifePath Retirement K (LPSAX) Fund

Data for BlackRock LifePath Retirement K Fund (LPSAX) as of May 30, 2016

  • BlackRock LifePath Retirement K Fund (LPSAX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.12 that is higher than category average of 4.59
  • BlackRock LifePath Retirement K Fund (LPSAX) has a higher expense ratio of 0.72% than its Target-Date Retirement average of 0.44%
  • Asset base in BlackRock LifePath Retirement K Fund (LPSAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See BlackRock LifePath Retirement K Fund (LPSAX) performance details as of May 30, 2016

 

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

Aadditional top Target-Date Retirement mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath Retirement K3.49-0.263.754.39
Vanguard Target Retirement Income Inv (VTINX)3.150.894.004.65Compare
TIAA-CREF Lifecycle Index Ret Inc Inst (TRILX)2.840.104.485.18Compare
American Century One Choice In Ret Instl (ATTIX)2.98-0.314.505.52Compare

See top fund managers for Target-Date Retirement Category Funds

 

Graph of BlackRock LifePath Retirement K Fund (LPSAX) Net Asset TrackingBlackRock LifePath Retirement K (LPSAX) Fund Net Asset

Track net asset change of BlackRock LifePath Retirement K fund (LPSAX)

DateNet Asset
05/2016$201.55M
03/2016$202.95M
02/2016$217.37M
More historic net asset information on BlackRock LifePath Retirement K Fund (LPSAX)

  

Graph of BlackRock LifePath Retirement K Fund (LPSAX) Portfolio TrackingBlackRock LifePath Retirement K (LPSAX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath Retirement K fund (LPSAX)

DateCashStockBondOther
04/201612.91%34.6%51.62%0.34%
03/201613.03%34.3%51.82%0.29%
01/20167.24%31.42%60.31%0.43%
Click here to see more historic asset allocation information on BlackRock LifePath Retirement K Fund (LPSAX)

 

graph of BlackRock LifePath Retirement K Fund (LPSAX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath Retirement K (LPSAX) Fund

Discover what BlackRock LifePath Retirement K Fund (LPSAX) manager is buying

Apr 29, 2016
BlackRock CoreAlpha Bond Investor A [50.26%]
MIP Active Stock Master [12.68%]
iShares TIPS Bond [8.88%]
MIP International Tilts Master Portfolio [8.11%]
BlackRock Russell 1000 Index T [8.01%]
BlackRock Small Cap Index A [3.68%]
BlackRock Commodity Strategies Instl [3.46%]
BlackRock Emerging Mkts Instl [2.07%]
iShares MSCI EAFE Small-Cap [1.1%]
Lifepath Retirement Portfolio - Wo [0.78%]

Mar 30, 2016
BlackRock CoreAlpha Bond Investor A [50.98%]
MIP Active Stock Master [12.72%]
iShares TIPS Bond [8.92%]
MIP International Tilts Master Portfolio [8.1%]
BlackRock Russell 1000 Index T [8.1%]
BlackRock Small Cap Index A [3.69%]
BlackRock Commodity Strategies Instl [3.39%]
BlackRock Emerging Mkts Instl [2.14%]
iShares MSCI EAFE Small-Cap [1.12%]
Lifepath Retirement Portfolio - Wo [0.79%]

Jan 30, 2016
BlackRock CoreAlpha Bond Investor A [51.44%]
MIP Active Stock Master [10.89%]
iShares TIPS Bond [8.94%]
BlackRock Russell 1000 Index T [8.82%]
MIP International Tilts Master Portfolio [7.46%]
BlackRock Small Cap Index A [3.47%]
BlackRock Commodity Strategies Instl [3.43%]
BlackRock Emerging Mkts Instl [1.91%]
iShares MSCI EAFE Small-Cap [1.04%]
Lifepath Retirement Portfolio - Wo [0.71%]
Click here for Stock Holding Change Map in BlackRock LifePath Retirement K Fund (LPSAX)

  

Latest News on BlackRock LifePath Retirement K (LPSAX) Fund

See what is happening with BlackRock LifePath Retirement K Fund (LPSAX)

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BlackRock LifePath Retirement K Fund (LPSAX) Related ResourcesSee more information on BlackRock LifePath Retirement K (LPSAX) Fund

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