BlackRock LifePath Active 2030 K

The investment seeks to provide for retirement outcomes based on quantitatively measured risk.
The fund normally intends to invest exclusively in affiliated open-end funds and affiliated exchange-traded funds. It is designed for investors expecting to retire or to begin withdrawing assets around the year 2030. The fund holds approximately 65.46% of its assets in underlying funds that invest primarily in equity securities and 34.54% of its assets in underlying funds that invest primarily in fixed income, including underlying funds that invest primarily in money market instruments. It is non-diversified.

Key stats

Management firm  BlackRock
Domicile  United States
Fund Administrator  BlackRock Advisors LLC
Global Branding Name  BlackRock
12 month yield  2.46%
Fund currency  USD
Launch Date  2007-04-20
ISIN  US09256H5596
SEDOL  B92VJB7
Manager 1 Name  Philip Green
Fund Strategy  Target Date 2026-2030
Benchmark  Russell 1000 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-06-30
Return - 1 Month  1.38%
Return - 2 Months  3.17 %
Return - 3 Months  3.37%
Return - 6 Months  4.34 %
Return - 9 months  10.98 %
Return - 12 Months  16.78%
Annualized return 24 months  14.77 %
Annualized return 36 months  9.50 %
Annualized return 48 months  13.52 %
Annualized return 60 months  13.63 %
Return 120 months  0.00 %
Annualized return since Inception  5.12%
Return YTD  4.34%

Ratings

Morning Star Rating Date   2014-06-30
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $5,000,000
Maximum Managment Charge  0.00 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  BlackRock Funds
Contact Address 2  P.O. Box 9819
Contact city  Providence
Contact country  United States
Fund Admin Group  BlackRock
Web Address  www.blackrock.com
Email contact  funds@blackrock.com
Custodian  The Bank of New York Mellon
Phone  800-441-7762

Price

Last Price Date  2014-07-10
Pre-tax nav  11.02
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.05
Price change (percentage)  -0.45 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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