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BlackRock LifePath Retirement Instl (STLAX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock LifePath Retirement Instl (STLAX) Fund

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

 

Graph of BlackRock LifePath Retirement Instl Fund (STLAX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 10.9 years
Fund Family: BlackRock
Fund Category: Target-Date Retirement
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

 

Graph of BlackRock LifePath Retirement Instl Fund (STLAX) ProfileBlackRock LifePath Retirement Instl Fund (STLAX) Profile

Fund Profile and Description

This fund is managed for investors seeking income and moderate long-term growth of capital. BlackRock LifePath Retirement Instl 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 Instl (STLAX) Fund Strength What we like about BlackRock LifePath Retirement Instl (STLAX) Fund

Data for BlackRock LifePath Retirement Instl Fund (STLAX) as of May 30, 2016

  • BlackRock LifePath Retirement Instl Fund (STLAX) management has been with BlackRock LifePath Retirement Instl Fund for 10.9 years
  • BlackRock LifePath Retirement Instl Fund (STLAX) has good mid-term performance (3-year return 3.44% vs 2.77% Target-Date Retirement category median performance)
  • BlackRock LifePath Retirement Instl Fund (STLAX) has good Long-term performance (5-year return 4.05% vs 3.52% Target-Date Retirement category median performance)
  • BlackRock LifePath Retirement Instl Fund (STLAX) ratio of up-years vs down years is greater than 2
  • BlackRock LifePath Retirement Instl Fund (STLAX) has a Morningstar rating of 4 and above
  • BlackRock LifePath Retirement Instl Fund (STLAX) has an annual stock turnover rate of 21.00% vs Target-Date Retirement average of 33.20%. It is good that BlackRock LifePath Retirement Instl management does not trade extensively for its return.
  • BlackRock LifePath Retirement Instl Fund (STLAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for BlackRock LifePath Retirement Instl Fund (STLAX) as of May 30, 2016

  • BlackRock LifePath Retirement Instl Fund (STLAX) has a less-than-ideal short-term performance (1-year return -0.48% vs -0.45% Target-Date Retirement category median performance)
  • BlackRock LifePath Retirement Instl Fund (STLAX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.13 that is higher than category average of 4.59
  • BlackRock LifePath Retirement Instl Fund (STLAX) has a higher expense ratio of 1.01% than its Target-Date Retirement average of 0.44%
  • Asset base in BlackRock LifePath Retirement Instl Fund (STLAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See BlackRock LifePath Retirement Instl Fund (STLAX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock LifePath Retirement Instl Fund (STLAX)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 Instl3.41-0.483.444.05
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 Instl Fund (STLAX) Net Asset TrackingBlackRock LifePath Retirement Instl (STLAX) Fund Net Asset

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

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

  

Graph of BlackRock LifePath Retirement Instl Fund (STLAX) Portfolio TrackingBlackRock LifePath Retirement Instl (STLAX) Fund Portfolio Allocation

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

DateCashStockBondOther
04/201612.91%34.6%51.62%0.34%
02/201613.52%33.05%52.61%0.28%
01/20167.24%31.42%60.31%0.43%
Click here to see more historic asset allocation information on BlackRock LifePath Retirement Instl Fund (STLAX)

 

graph of BlackRock LifePath Retirement Instl Fund (STLAX) Top 10 Position TrackingTop 10 Holdings in BlackRock LifePath Retirement Instl (STLAX) Fund

Discover what BlackRock LifePath Retirement Instl Fund (STLAX) 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%]

Feb 28, 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 Instl Fund (STLAX)

  

Latest News on BlackRock LifePath Retirement Instl (STLAX) Fund

See what is happening with BlackRock LifePath Retirement Instl Fund (STLAX)

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BlackRock LifePath Retirement Instl Fund (STLAX) Related ResourcesSee more information on BlackRock LifePath Retirement Instl (STLAX) Fund

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