BlackRock LifePath 2035 Fund Investor A Shares (LPJAX)

$15.60
F Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
BlackRock LifePath 2035 Fund Investor A Shares 24 0.69 4.70% -8.80% 1.00%
U.S. All Cap 35 1.01 9.56% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 4.56% 9.11% -4.55%
Year-to-Date 4.70% 9.56% -4.86%
1 Year 15.04% 0.00% 15.04%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

24%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 24% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.00%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,258

Real cost (fees + lost compounding)

$1,558

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
97%

Return in excess of styles
(over past year)
-8.15%