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BlackRock LifePath 2055 Instl (LPVIX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath 2055 Instl (LPVIX) Fund

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

 

Graph of BlackRock LifePath 2055 Instl Fund (LPVIX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 9.6 years
Similar Funds: LPVAX  LPVCX  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 Instl Fund (LPVIX) ProfileBlackRock LifePath 2055 Instl Fund (LPVIX) Profile

Fund Profile and Description

BlackRock LifePath 2055 Instl Fund managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2055. BlackRock LifePath 2055 Instl 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 Instl (LPVIX) Fund Strength What we like about BlackRock LifePath 2055 Instl (LPVIX) Fund

Data for BlackRock LifePath 2055 Instl Fund (LPVIX) as of May 30, 2016

  • BlackRock LifePath 2055 Instl Fund (LPVIX) management has been with BlackRock LifePath 2055 Instl Fund for 9.6 years
  • BlackRock LifePath 2055 Instl Fund (LPVIX) has good short-term performance (1-year return -3.73% vs -3.82% Target-Date 2055 category median performance)
  • Asset base in BlackRock LifePath 2055 Instl Fund (LPVIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock LifePath 2055 Instl Fund (LPVIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock LifePath 2055 Instl Fund (LPVIX) Weakness What we are cautious about BlackRock LifePath 2055 Instl (LPVIX) Fund

Data for BlackRock LifePath 2055 Instl Fund (LPVIX) as of May 30, 2016

  • BlackRock LifePath 2055 Instl Fund (LPVIX) has a less-than-ideal mid-term performance (3-year return 5.92% vs 6.05% Target-Date 2055 category median performance)
  • BlackRock LifePath 2055 Instl Fund (LPVIX) has a less-than-ideal Long-term performance (5-year return 5.84% vs 6.44% Target-Date 2055 category median performance)
  • BlackRock LifePath 2055 Instl Fund (LPVIX) ratio of up-years vs down years can be improved
  • BlackRock LifePath 2055 Instl Fund (LPVIX) has a Morningstar rating of 3 and below
  • BlackRock LifePath 2055 Instl Fund (LPVIX) is less safe compared to its Target-Date 2055 peers
  • BlackRock LifePath 2055 Instl Fund (LPVIX) 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 Instl is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock LifePath 2055 Instl Fund (LPVIX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.99 that is higher than category average of 10.6
  • BlackRock LifePath 2055 Instl Fund (LPVIX) has a higher expense ratio of 1.28% than its Target-Date 2055 average of 0.39%
See BlackRock LifePath 2055 Instl Fund (LPVIX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock LifePath 2055 Instl Fund (LPVIX)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 Instl2.85-3.735.925.84
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 Instl Fund (LPVIX) Net Asset TrackingBlackRock LifePath 2055 Instl (LPVIX) Fund Net Asset

Track net asset change of BlackRock LifePath 2055 Instl fund (LPVIX)

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

  

Graph of BlackRock LifePath 2055 Instl Fund (LPVIX) Portfolio TrackingBlackRock LifePath 2055 Instl (LPVIX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath 2055 Instl fund (LPVIX)

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 Instl Fund (LPVIX)

 

graph of BlackRock LifePath 2055 Instl Fund (LPVIX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath 2055 Instl (LPVIX) Fund

Discover what BlackRock LifePath 2055 Instl Fund (LPVIX) 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 Instl Fund (LPVIX)

  

Latest News on BlackRock LifePath 2055 Instl (LPVIX) Fund

See what is happening with BlackRock LifePath 2055 Instl Fund (LPVIX)

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BlackRock LifePath 2055 Instl Fund (LPVIX) Related ResourcesSee more information on BlackRock LifePath 2055 Instl (LPVIX) Fund

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