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BlackRock LifePath 2055 Investor A (LPVAX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath 2055 Investor A (LPVAX) Fund

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

 

Graph of BlackRock LifePath 2055 Investor A Fund (LPVAX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 9.6 years
Similar Funds: LPVCX  LPVIX  LPVKX  LPVRX 
Fund Family: BlackRock
Fund Category: Target-Date 2055
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

 

Graph of BlackRock LifePath 2055 Investor A Fund (LPVAX) ProfileBlackRock LifePath 2055 Investor A Fund (LPVAX) Profile

Fund Profile and Description

BlackRock LifePath 2055 Investor A Fund managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2055. BlackRock LifePath 2055 Investor A Fund invests all of its assets in the 2055 Master Portfolio, a separate mutual fund with a substantially identical investment objective. It expects to invest approximately 99% of assets in underlying funds that invest primarily in equity securities, 1% 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 2055 Investor A (LPVAX) Fund Strength What we like about BlackRock LifePath 2055 Investor A (LPVAX) Fund

Data for BlackRock LifePath 2055 Investor A Fund (LPVAX) as of May 30, 2016

  • BlackRock LifePath 2055 Investor A Fund (LPVAX) management has been with BlackRock LifePath 2055 Investor A Fund for 9.6 years
  • Asset base in BlackRock LifePath 2055 Investor A Fund (LPVAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

BlackRock LifePath 2055 Investor A Fund (LPVAX) Weakness What we are cautious about BlackRock LifePath 2055 Investor A (LPVAX) Fund

Data for BlackRock LifePath 2055 Investor A Fund (LPVAX) as of May 30, 2016

  • BlackRock LifePath 2055 Investor A Fund (LPVAX) has a less-than-ideal short-term performance (1-year return -3.91% vs -3.82% Target-Date 2055 category median performance)
  • BlackRock LifePath 2055 Investor A Fund (LPVAX) has a less-than-ideal mid-term performance (3-year return 5.68% vs 6.05% Target-Date 2055 category median performance)
  • BlackRock LifePath 2055 Investor A Fund (LPVAX) has a less-than-ideal Long-term performance (5-year return 5.59% vs 6.44% Target-Date 2055 category median performance)
  • BlackRock LifePath 2055 Investor A Fund (LPVAX) ratio of up-years vs down years can be improved
  • BlackRock LifePath 2055 Investor A Fund (LPVAX) has a Morningstar rating of 3 and below
  • BlackRock LifePath 2055 Investor A Fund (LPVAX) is less safe compared to its Target-Date 2055 peers
  • BlackRock LifePath 2055 Investor A Fund (LPVAX) has an annual stock turnover rate of 49.00% that is higher than the Target-Date 2055 average of 27.54%. This could mean BlackRock LifePath 2055 Investor A is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock LifePath 2055 Investor A Fund (LPVAX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.97 that is higher than category average of 10.6
  • BlackRock LifePath 2055 Investor A Fund (LPVAX) has a higher expense ratio of 1.53% than its Target-Date 2055 average of 0.39%
  • BlackRock LifePath 2055 Investor A Fund (LPVAX) carries a 5.25% load
See BlackRock LifePath 2055 Investor A Fund (LPVAX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock LifePath 2055 Investor A Fund (LPVAX)Compare with other top Target-Date 2055 category mutual funds

Aadditional top Target-Date 2055 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock LifePath 2055 Investor A2.72-3.915.685.59
American Funds 2055 Trgt Date Retire R6 (RFKTX)2.78-1.547.938.40Compare
T. Rowe Price Retirement 2055 (TRRNX)1.89-3.587.357.67Compare

See top fund managers for Target-Date 2055 Category Funds

 

Graph of BlackRock LifePath 2055 Investor A Fund (LPVAX) Net Asset TrackingBlackRock LifePath 2055 Investor A (LPVAX) Fund Net Asset

Track net asset change of BlackRock LifePath 2055 Investor A fund (LPVAX)

DateNet Asset
05/2016$18.87M
03/2016$17.03M
02/2016$15.62M
More historic net asset information on BlackRock LifePath 2055 Investor A Fund (LPVAX)

  

Graph of BlackRock LifePath 2055 Investor A Fund (LPVAX) Portfolio TrackingBlackRock LifePath 2055 Investor A (LPVAX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath 2055 Investor A fund (LPVAX)

DateCashStockBondOther
04/20164.39%79.31%1.35%14.93%
03/20164.77%78.98%1.29%14.95%
01/20164.73%78.95%1.85%14.46%
Click here to see more historic asset allocation information on BlackRock LifePath 2055 Investor A Fund (LPVAX)

 

graph of BlackRock LifePath 2055 Investor A Fund (LPVAX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath 2055 Investor A (LPVAX) Fund

Discover what BlackRock LifePath 2055 Investor A Fund (LPVAX) manager is buying

Apr 29, 2016
MIP Active Stock Master [32.52%]
MIP International Tilts Master Portfolio [21.03%]
BlackRock Russell 1000 Index T [14.4%]
Lifepath 2055 Portfolio - World Re [14.18%]
BlackRock Emerging Mkts Instl [5.46%]
BlackRock Commodity Strategies Instl [4.04%]
iShares MSCI EAFE Small-Cap [2.93%]
BlackRock Small Cap Index A [2.05%]
iShares MSCI Canada [1.75%]
BlackRock CoreAlpha Bond Investor A [1.43%]

Mar 30, 2016
MIP Active Stock Master [32.75%]
MIP International Tilts Master Portfolio [20.91%]
BlackRock Russell 1000 Index T [14.45%]
Lifepath 2055 Portfolio - World Re [14.38%]
BlackRock Emerging Mkts Instl [5.49%]
BlackRock Commodity Strategies Instl [3.78%]
iShares MSCI EAFE Small-Cap [2.96%]
BlackRock Small Cap Index A [2.05%]
iShares MSCI Canada [1.68%]
BlackRock CoreAlpha Bond Investor A [1.35%]

Jan 30, 2016
MIP Active Stock Master [33.16%]
MIP International Tilts Master Portfolio [20.97%]
BlackRock Russell 1000 Index T [14.28%]
Lifepath 2055 Portfolio - World Re [14.06%]
BlackRock Emerging Mkts Instl [5.42%]
BlackRock Commodity Strategies Instl [3.9%]
iShares MSCI EAFE Small-Cap [2.96%]
BlackRock Small Cap Index A [1.99%]
iShares MSCI Canada [1.64%]
BlackRock CoreAlpha Bond Investor A [1.61%]
Click here for Stock Holding Change Map in BlackRock LifePath 2055 Investor A Fund (LPVAX)

  

Latest News on BlackRock LifePath 2055 Investor A (LPVAX) Fund

See what is happening with BlackRock LifePath 2055 Investor A Fund (LPVAX)

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BlackRock LifePath 2055 Investor A Fund (LPVAX) Related ResourcesSee more information on BlackRock LifePath 2055 Investor A (LPVAX) Fund

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