Mutual Fund Insights: Barclays Global Investors LP 2020 I Fund (STLCX)

In-depth Analysis of Barclays Global Investors LP 2020 I Fund (STLCX)

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See Barclays Global Investors LP 2020 I Fund (STLCX) performance details as of January 31, 2010

  

Last Trade: $14.99 on 3/15/2010, Change: -0.03 (-0.2%)

  

Fund Manager - Dagmar Nikles

Fund Manager Tenure: 4.7 years
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

Nikles is an employee of Barclays and BGI and is primarily responsible for the day-to-day management of the LifePath Funds. She has been a member of the asset allocation portfolio management team since July 2003. Prior to joining BGI, she received her Financial Risk Manager Certification and prior to that, she 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 Barclays Global Investors LP 2020 I Fund (STLCX)

Data for Barclays Global Investors LP 2020 I Fund (STLCX) as of January 31, 2010

• Barclays Global Investors LP 2020 I Fund (STLCX) management has been with Barclays Global Investors LP 2020 I Fund for 4.7 years
• Barclays Global Investors LP 2020 I Fund (STLCX) has good mid-term performance (3-year return -3.08% vs -4.19% Target Date 2016-2020 category average)
• Barclays Global Investors LP 2020 I Fund (STLCX) has good Long-term performance (5-year return 2.43% vs 1.47% Target Date 2016-2020 category average)
• Barclays Global Investors LP 2020 I Fund (STLCX) ratio of up-years vs down years is greater than 2
• Barclays Global Investors LP 2020 I Fund (STLCX) has a Morningstar rating of 4 and above
• Barclays Global Investors LP 2020 I Fund (STLCX) has an annual stock turnover rate of 13.00% vs Target Date 2016-2020 average of 42.34%. It is good that Barclays Global Investors LP 2020 I management does not trade extensively for its return.
• Barclays Global Investors LP 2020 I Fund (STLCX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.01, lower than category average of 16.61
• Barclays Global Investors LP 2020 I Fund (STLCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Barclays Global Investors LP 2020 I Fund (STLCX)

Data for Barclays Global Investors LP 2020 I Fund (STLCX) as of January 31, 2010

• Barclays Global Investors LP 2020 I Fund is a focused fund with 98.37% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Barclays Global Investors LP 2020 I Fund (STLCX) has a less-than-ideal short-term performance (1-year return 27.91% vs 28.76% Target Date 2016-2020 category average)
• Barclays Global Investors LP 2020 I Fund (STLCX) has a higher management fee of 0.85% than its Target Date 2016-2020 average of 0.68%

See Barclays Global Investors LP 2020 I Fund (STLCX) performance details as of January 31, 2010

  

  

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Barclays Global Investors LP 2020 I Fund (STLCX) Net Asset

Track net asset change of Barclays Global Investors LP 2020 I fund (STLCX)

Date	Net Asset
01/2010	$666.49M
11/2009	$659.26M
10/2009	$632.70M

More historic net asset information on Barclays Global Investors LP 2020 I Fund (STLCX)

  

Barclays Global Investors LP 2020 I Fund (STLCX) Portfolio Allocation

Track portfolio allocation change of Barclays Global Investors LP 2020 I fund (STLCX)

Date	Cash	Stock	Bond	Other
09/2009	5.89%	59.81%	33.98%	0.32%
08/2009	4.95%	60.24%	34.66%	0.15%
07/2009	5.4%	61.01%	33.01%	0.58%

Click here to see more historic asset allocation information on Barclays Global Investors LP 2020 I Fund (STLCX)

  

Most Recent Top 10 Holdings in Barclays Global Investors LP 2020 I Fund (STLCX)

Discover what Barclays Global Investors LP 2020 I Fund (STLCX) manager is buying

30-Sep-09 CoreAlpha Bond Master Portfolio [33.64%] Active Stock Master Portfolio [30.27%] iShares MSCI EAFE Index [10.51%] iShares S&P MidCap 400 Index [5.85%] iShares Barclays TIPS Bond [5.47%] iShares MSCI Emerging Markets Index [3.54%] iShares FTSE EPRA/NAREIT Dev RE ex-US [3.28%] iShares S&P SmallCap 600 Index [2.81%] iShares Cohen & Steers Realty Majors [1.84%] iShares MSCI EAFE Small Cap Index [1.37%]

31-Aug-09 CoreAlpha Bond Master Portfolio [33.34%] Active Stock Master Portfolio [30.41%] iShares MSCI EAFE Index [10.66%] iShares S&P MidCap 400 Index [5.84%] iShares Barclays TIPS Bond [5.38%] iShares FTSE EPRA/NAREIT Dev RE ex-US [3.5%] iShares MSCI Emerging Markets Index [3.46%] iShares S&P SmallCap 600 Index [2.81%] iShares Cohen & Steers Realty Majors [1.85%] iShares MSCI EAFE Small Cap Index [1.38%]

31-Jul-09 CoreAlpha Bond Master Portfolio [32.62%] Active Stock Master Portfolio [30.69%] iShares MSCI EAFE Index [10.76%] iShares S&P MidCap 400 Index [5.95%] iShares Barclays TIPS Bond [5.2%] iShares MSCI Emerging Markets Index [3.67%] iShares FTSE EPRA/NAREIT Dev RE ex-US [3.64%] iShares S&P SmallCap 600 Index [2.96%] iShares Cohen & Steers Realty Majors [1.71%] iShares MSCI EAFE Small Cap Index [1.34%]

Click here for Stock Holding Change Map in Barclays Global Investors LP 2020 I Fund (STLCX)

  

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See more information on Barclays Global Investors LP 2020 I Fund (STLCX)

• Barclays Global Investors LP 2020 I Fund Insights
• Barclays Global Investors LP 2020 I Fund Performance Data
• Barclays Global Investors LP 2020 I Fund News
• Barclays Global Investors LP 2020 I Fund Score Explaination
• Barclays Global Investors LP 2020 I Fund Manager Information
• Historic Barclays Global Investors LP 2020 I Fund Asset Allocation Report
• Historic Barclays Global Investors LP 2020 I Fund Top 10 Holding Tracking
• Historic Barclays Global Investors LP 2020 I Fund Asset Under Management Tracking