LifePath Index 2030 Portfolio
Seeks to maximize return consistent with the quantitatively measured risk that investors planning to retire or begining to withdraw substantial portions of their investment approximately in the year 2030 may be willing to accept.
Allocates its assets among a combination of equity and bond index funds and money market funds in proportions based on its own comprehensive investment strategy. Asset allocation will change over time according to a predetermined glide path as the fund approaches its target date. Asset mix becomes more conservative prior to retirement, as time elapses. The Portfolio employs a “passive” management approach, attempting to invest in a portfolio of assets whose performance is expected to match approximately the performance of the Portfolio’s custom benchmark index.
Please consult the fund prospectus for more information before you invest money. The prospectus contains more complete information including management fees, other expenses, as well as the risks associated with an investment in the fund. Consult the statement of additional information (SAI) for detailed information about the Fund's policies, operations, management and risks.
Additional Fund Materials
|US Large-Cap Equities||46.43%|
|US Small/Mid-Cap Equities||3.60%|
|US Inflation-linked Bonds||3.41%|
You should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the fund, and are available, along with information on other BlackRock funds by calling 800-882-0052 or from your financial professional. The prospectus and, if available, the summary prospectus should be read carefully before investing.
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Investing involves risk, including possible loss of principal. Asset allocation, risk controls and diversification do not promise any level of performance or guarantee against loss of principal. Past performance does not guarantee future results.
LifePath Portfolio Mutual Funds
The LifePath strategies were first developed in 1993.
To determine if the LifePath® Portfolio mutual funds are an appropriate investment for you, carefully consider the funds' investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the funds' prospectuses, which may be obtained by calling 1-800-882-0052. Read the prospectus carefully before investing.
Each LifePath Portfolio mutual fund invests all of its assets in a separate mutual fund, called a LifePath Master portfolio, that has a substantially identical investment objective as the LifePath Portfolio. Each master portfolio, in turn, invests in a combination of equity funds, fixed income funds, and money market funds ("Underlying Funds") in proportions based on its own comprehensive investment strategy. BlackRock Fund Advisors is the investment adviser to the Master Portfolios and each of the Underlying Funds.
The LifePath Portfolio mutual funds are distributed by BlackRock Investments, LLC, member FINRA. BlackRock Fund Advisors (BFA) serves as investment adviser to LifePath Portfolio mutual funds, and the Master Portfolios, in which each LifePath Portfolio invests all of its assets and to the Underlying Funds in which the Master Portfolios Invest. BFA is a subsidiary of BlackRock Institutional Trust Company, N.A.
Each LifePath Portfolio has a different level of risk.
An investment in the LifePath Portfolios is subject to stock market risk, which means the price of the stocks in which the Underlying Funds invest may fluctuate or fall in response to economic events or trends. The prices of bonds in which the Underlying Funds invest may fall because of a rise in interest rates. Investments in foreign securities by the Underlying Funds are subject to certain special risks and considerations, including potentially less liquidity and greater price volatility than securities traded in the U.S. markets.
The allocation of each LifePath Portfolio's assets is managed using a quantitative model that has been developed based on a number of factors. There is no assurance that the recommended asset allocation will either maximize returns or minimize risk or be the appropriate allocation in all circumstances for every investor with a particular time horizon.
The LifePath Portfolios must maintain cash balances to meet redemption requests, which may lower overall portfolio performance.
The LifePath products are covered by U.S. patents 5,812,987 and 6,336,102.
Prepared by BlackRock Investments, LLC, member FINRA.