Morningstar has awarded the Fund a Bronze medal. (Effective Jan 19, 2024) Analyst-Driven %as of Jan 19, 2024 100.00 Data Coverage %as of Jan 19, 2024 100.00 Lipper Leader Lipper Leader Ratings Consistent Return Total Return Overall Lipper Leaders ratings based on an equal-weighted average of...
Morningstar has awarded the Fund a Bronze medal. (Effective Jan 19, 2024) Analyst-Driven %as of Jan 19, 2024 100.00 Data Coverage %as of Jan 19, 2024 100.00 Lipper Leader Lipper Leader Ratings Consistent Return Overall Lipper Leaders ratings based on an equal-weighted average of percentile ...
(AAII), Associated Press, Barclays Capital, Bloomberg, Deutsche Bank, FactSet, Financial Times, Goldman Sachs, JPMorgan Asset Management, Kiplinger’s, Marketfield Asset Management, Minyanville, Morgan Stanley, MSCI, Morningstar, Northern Trust, Oppenheimer Funds, Payden & Rygel, PIMCO, Rafferty ...
Size of Fund (Millions) as of Nov 20, 2024 $282.3 M Share Class launch date Jun 30, 2010 Benchmark Index BlackRock LifePath Dynamic 2035 Custom Benchmark (USD) Morningstar Category Target-Date 2035 CUSIP 066922287 Open to New Investors ...
Fund Base Currency USD Constraint Benchmark 1 MSCI All Country World Net TR Index SFDR Classification Article 8 Ongoing Charges Figures 1.79% ISIN LU0238689110 Use of Income Accumulating Regulatory Structure UCITS Morningstar Category Global Large-Cap Blend Equity ...
Fund Launch Date 31-Jul-2006 Base Currency USD Constraint Benchmark 1 MSCI All Country World Net TR Index Initial Charge 5.00% Management Fee 1.50% Performance Fee 0.00% Use of Income Accumulating Regulatory Structure UCITS Morningstar Category ...
Fund Launch Date 31-Jul-2006 Base Currency USD Constraint Benchmark 1 MSCI All Country World Net TR Index SFDR Classification Article 8 Ongoing Charges Figures 1.04% ISIN LU0326425609 Use of Income Accumulating Regulatory Structure UCITS Morningstar Category ...
Morningstar Rating Overview Performance Fund Facts Characteristics Holdings Managers Literature About this Fund 1. Seeks to deliver alpha and manage risk for the long term 2. Adapts to macro trends and opportunities 3. Built using 25+ years of target date fund experience ...
Size of Fund (Millions) as of Nov 15, 2024 $394.9 M Share Class launch date May 3, 2010 Benchmark Index BlackRock LifePath Dynamic 2040 Custom Benchmark (USD) Morningstar Category Target-Date 2040 CUSIP 066922378 Open to New Investors ...
LifePath Dynamic 2050 Fund Performance Returns Average Annual Cumulative Calendar Year as of 1y3y5y10y Total Return (%)32.527.5911.359.08 Return w/ Sales Charge (%)25.575.6810.168.49 Benchmark (%)30.847.3211.529.24 Morningstar Category Avg. (%)29.784.039.728.34 ...