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BlackRock LifePath Index 2055 Inv A (LIVAX)

24.93
0.00
(0.00%)
At close: 11:06:56 AM EDT

Fund Summary

The fund allocates and reallocates its assets among a combination of equity and bond index funds and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. It will invest, under normal circumstances, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index 2055 Fund Custom Benchmark.

BlackRock LifePath Index 2055 Inv A

San Francisco CA 94105
400 Howard Street
8006439691

Fund Overview

Category Target-Date 2055
Fund Family BlackRock
Net Assets 6.35B
YTD Return -0.75%
Yield 1.77%
Morningstar Rating
Inception Date May 31, 2011

Fund Operations

Last Dividend 0.42
Last Cap Gain 25.00
Holdings Turnover 13.00%
Average for Category --

Fees & Expenses

Expense LIVAX Category Average
Annual Report Expense Ratio (net) 0.39% 0.45%
Prospectus Net Expense Ratio 0.39% --
Prospectus Gross Expense Ratio 0.44% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.35%
Max Deferred Sales Load -- 1.47%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Peter Tsang, CAIA, is a Director who leads the US Index Asset Allocation team within the MASS PM team for Multi-Asset Strategies & Solutions. The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock’s portfolio construction, asset allocation, and active management ecosystem. Mr. Tsang’s service with the firm began in 2006, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a Portfolio Manager in the Client Solutions Portfolio Management Group responsible for managing LifePath, sub-advised Asset Allocation, iShares 529, and other Defined Contribution portfolios. Previously, he was responsible for managing multi-asset Fund of Funds and custom mandates and also led a team of market data analysts. Prior to joining BlackRock, Mr. Tsang was a Market Data Manager at Capco. Mr. Tsang earned a BA degree in Economics from UC Berkeley and an MBA degree from Berkeley Haas.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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