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BlackRock LifePath Smart Beta Retirement Fund Institutional Shares (BLAIX)

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8.94+0.00 (+0.04%)
At close: 08:00PM EDT

BlackRock LifePath Smart Beta Retirement Fund Institutional Shares

Blackrock Funds II

100 BELLEVUE PARKWAY

WILMINGTON DE 19809

800-441-7762
Management information
Andrew Ang,Lead manager since 15 November 2016
Andrew Ang, PhD, Managing Director, coordinates BlackRock's efforts in factor investing. He leads BlackRock's Factor-Based Strategies Group which manages macro and style factor multi-asset funds. The group optimizes factors to help meet investment outcomes, such as retirement savings, factor advisory mandates and bespoke factor solutions, and develops factor analytics tools leveraging BlackRock's Aladdin platform. Throughout his career, Dr. Ang has focused on identifying and harvesting factor risk premiums within and across asset classes. Before joining BlackRock in 2015, Dr. Ang was Chair of the Finance and Economics Division and the Ann F. Kaplan Professor of Business at Columbia Business School. He has published widely on equities, fixed income, asset and factor allocation, and alternative assets. His book, "Asset Management: A Systematic Approach to Factor Investing" is a comprehensive guide showing how factor risk premiums can be harvested in portfolio design and incorporated in all aspects of investment management. As a professor, Dr. Ang worked with several large institutional managers as an advisor and consultant. Dr. Ang earned a BEc(Hons) degree in actuarial studies from Macquarie University, and a PhD in finance and MS in statistics from Stanford University.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryTarget-Date Retirement
Fund familyBlackRock
Net assets19M
YTD return-1.70%
Yield1.84%
Morningstar rating★★★
Inception date26 Nov 2012

Fund operations

Last dividend0.20
Last cap gain0.00
Holdings turnover82.00%
Average for categoryN/A

Fees and expenses

ExpenseBLAIXCategory average
Annual report expense ratio (net)0.32%0.48%
Prospectus net expense ratio0.32%N/A
Prospectus gross expense ratio2.12%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.01%
Max deferred sales loadN/A1.56%
3-yr expense projection319N/A
5-yr expense projection627N/A
10-yr expense projection1,503N/A