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Mutual Fund Insights: BlackRock LifePath Retirement I Fund (STLAX)

In-depth Analysis of BlackRock LifePath Retirement I Fund (STLAX)

Mutual fund chart: BlackRock LifePath Retirement I Fund (STLAX)

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See BlackRock LifePath Retirement I Fund (STLAX) performance details as of February 28, 2010

Last Trade: $11.08 on 3/19/2010, Change: -0.04 (-0.36%)

Fund Manager - Dagmar Nikles

Fund Manager Tenure: 4.8 years
Fundmojo Fund Grade: B (Score: 0.67) (What does this score mean?)

Dagmar Nikles is an employee of Barclays and BGI and is primarily responsible for the day-to-day management of the LifePath Funds. Dagmar Nikles has been a member of the asset allocation portfolio management team since July 2003. Prior to joining BGI, Dagmar Nikles received her Financial Risk Manager Certification and prior to that, Dagmar Nikles 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 BlackRock LifePath Retirement I Fund (STLAX)

Data for BlackRock LifePath Retirement I Fund (STLAX) as of February 28, 2010

BlackRock LifePath Retirement I Fund (STLAX) management has been with BlackRock LifePath Retirement I Fund for 4.8 years
BlackRock LifePath Retirement I Fund (STLAX) has good short-term performance (1-year return 28.83% vs 27.97 % Retirement Income category average)
BlackRock LifePath Retirement I Fund (STLAX) has good mid-term performance (3-year return 1.29% vs 0.55 % Retirement Income category average)
BlackRock LifePath Retirement I Fund (STLAX) has good Long-term performance (5-year return 3.57% vs 2.61 % Retirement Income category average)
BlackRock LifePath Retirement I Fund (STLAX) ratio of up-years vs down years is greater than 2
BlackRock LifePath Retirement I Fund (STLAX) has an annual stock turnover rate of 11.00% vs Retirement Income average of 41.53%. It is good that BlackRock LifePath Retirement I management does not trade extensively for its return.
BlackRock LifePath Retirement I Fund (STLAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about BlackRock LifePath Retirement I Fund (STLAX)

Data for BlackRock LifePath Retirement I Fund (STLAX) as of February 28, 2010

BlackRock LifePath Retirement I Fund is a focused fund with 99.25% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
BlackRock LifePath Retirement I Fund (STLAX) has a Morningstar rating of 3 and below
BlackRock LifePath Retirement I Fund (STLAX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.24 that is higher than category average of 9.86
BlackRock LifePath Retirement I Fund (STLAX) has a higher management fee of 0.76% than its Retirement Income average of 0.63%

See BlackRock LifePath Retirement I Fund (STLAX) performance details as of February 28, 2010

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BlackRock LifePath Retirement I Fund (STLAX) Net Asset

Track net asset change of BlackRock LifePath Retirement I fund (STLAX)

Date	Net Asset
02/2010	$614.86M
01/2010	$440.59M
11/2009	$442.12M

More historic net asset information on BlackRock LifePath Retirement I Fund (STLAX)

BlackRock LifePath Retirement I Fund (STLAX) Portfolio Allocation

Track portfolio allocation change of BlackRock LifePath Retirement I fund (STLAX)

Date	Cash	Stock	Bond	Other
01/2010	8.82%	36.67%	54.24%	0.27%
10/2009	8.84%	36.54%	54.32%	0.3%
09/2009	8.47%	38.02%	53.21%	0.3%

Click here to see more historic asset allocation information on BlackRock LifePath Retirement I Fund (STLAX)

Most Recent Top 10 Holdings in BlackRock LifePath Retirement I Fund (STLAX)

Discover what BlackRock LifePath Retirement I Fund (STLAX) manager is buying

31-Jan-10

Core Alpha Bond Lp 2010 [53.45%]
ACTIVE STOCK LP RETIREMENT MUTUAL FUNDS [18.44%]
iShares Barclays TIPS Bond [9.24%]
iShares MSCI EAFE Index [6.54%]
iShares S&P MidCap 400 Index [4.69%]
iShares MSCI Emerging Markets Index [2.28%]
iShares S&P SmallCap 600 Index [2.05%]
iShares FTSE EPRA/NAREIT Dev RE ex-US [1%]
iShares MSCI EAFE Small Cap Index [0.82%]
iShares MSCI Canada Index [0.74%]

31-Oct-09

Core Alpha Bond Lp 2010 [53.36%]
ACTIVE STOCK LP RETIREMENT MUTUAL FUNDS [18.39%]
iShares Barclays TIPS Bond [9.12%]
iShares MSCI EAFE Index [6.51%]
iShares S&P MidCap 400 Index [4.72%]
iShares MSCI Emerging Markets Index [2.21%]
iShares S&P SmallCap 600 Index [2.05%]
iShares FTSE EPRA/NAREIT Dev RE ex-US [1%]
iShares MSCI EAFE Small Cap Index [0.87%]
iShares MSCI Canada Index [0.73%]

30-Sep-09

CoreAlpha Bond Master Portfolio [52.29%]
Active Stock Master Portfolio [18.68%]
iShares Barclays TIPS Bond [8.9%]
iShares MSCI EAFE Index [6.76%]
iShares S&P MidCap 400 Index [4.92%]
iShares S&P SmallCap 600 Index [2.38%]
iShares MSCI Emerging Markets Index [2.37%]
iShares FTSE EPRA/NAREIT Dev RE ex-US [1.04%]
iShares MSCI EAFE Small Cap Index [0.93%]
iShares MSCI Canada Index [0.82%]

Click here for Stock Holding Change Map in BlackRock LifePath Retirement I Fund (STLAX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.