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Nasdaq - Delayed Quote USD
BlackRock LifePath Smart Beta 2025 Fund Institutional Shares (BLCIX)
8.95
+0.00
+(0.02%)
At close: September 25 at 8:00:05 PM EDT
Investment Information
- Min Initial Investment
- 2,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Mid Atlantic Capital Corp
- JPMorgan
- Merrill Lynch
- Ameriprise Brokerage
- Ameriprise SPS Advantage
- Raymond James
- Raymond James WRAP Eligible
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- Fidelity Advisor 401(k) I Shares
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- ADP Access Open Fund Architecture
- RBC Wealth Management-Wrap Eligible
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Fidelity Advisor 401(k) A Shares
- LPL SWM
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
Fund Summary
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. In pursuit of its investment objective, the fund, which is a fund of funds, allocates and reallocates its assets among a combination of equity, fixed income and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2025.
Fund Overview
| Category | Target-Date 2025 |
| Fund Family | BlackRock |
| Net Assets | 20.75M |
| YTD Return | -3.20% |
| Yield | 1.96% |
| Morningstar Rating | |
| Inception Date | Nov 27, 2012 |
Performance & Risk
| YTD Return | 5.64% |
| 5y Average Return | 5.27% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
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