Blackrock Lifepath Dynamic Fund Quote
STLFX Fund | USD 23.40 0.20 0.86% |
Performance13 of 100
| Odds Of DistressLess than 35
|
Blackrock Lifepath is trading at 23.40 as of the 29th of March 2024; that is 0.86 percent increase since the beginning of the trading day. The fund's open price was 23.2. Blackrock Lifepath has about a 35 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Blackrock Lifepath Dynamic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund allocates and reallocates its assets among a combination of equity, bond and money market funds and derivatives in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds , some of which may be index funds. More on Blackrock Lifepath Dynamic
Moving together with Blackrock Mutual Fund
0.97 | STFGX | State Farm Growth | PairCorr |
0.95 | BHYRX | Blackrock High Yield | PairCorr |
0.96 | BHYSX | Blackrock Hi Yld | PairCorr |
0.95 | BHYIX | Blackrock High Yield | PairCorr |
0.95 | BHYCX | Blackrock Hi Yld | PairCorr |
0.95 | BHYAX | Blackrock High Yield | PairCorr |
Blackrock Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Blackrock Lifepath's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Blackrock Lifepath or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | BlackRock Funds, Large Blend Funds, Target-Date 2050 Funds, Target-Date 2050, BlackRock, Large Blend, Target-Date 2050 (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 28th of April 2023 |
Fiscal Year End | December |
Blackrock Lifepath Dynamic [STLFX] is traded in USA and was established 29th of March 2024. Blackrock Lifepath is listed under BlackRock category by Fama And French industry classification. The fund is listed under Target-Date 2050 category and is part of BlackRock family. This fund at this time has accumulated 139.99 M in assets with no minimum investment requirementsBlackrock Lifepath is currently producing year-to-date (YTD) return of 7.36% with the current yeild of 0.03%, while the total return for the last 3 years was 6.04%.
Check Blackrock Lifepath Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Lifepath Dynamic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Blackrock Lifepath Dynamic Mutual Fund Constituents
IEFA | IShares Core MSCI | Etf | Foreign Large Blend |
TIP | IShares TIPS Bond | Etf | Inflation-Protected Bond |
SPG | Simon Property Group | Stock | Real Estate |
SCZ | IShares MSCI EAFE | Etf | Foreign Small/Mid Blend |
PLD | Prologis | Stock | Real Estate |
AGG | IShares Core US | Etf | Intermediate Core Bond |
BLSKX | Blackrock Advantage Emerging | Mutual Fund | Diversified Emerging Mkts |
Blackrock Lifepath Target Price Odds Analysis
Based on a normal probability distribution, the odds of Blackrock Lifepath jumping above the current price in 90 days from now is nearly 4.04%. The Blackrock Lifepath Dynamic probability density function shows the probability of Blackrock Lifepath mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0622. This usually implies Blackrock Lifepath Dynamic market returns are sensitive to returns on the market. As the market goes up or down, Blackrock Lifepath is expected to follow. Additionally, blackrock Lifepath Dynamic has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
Based on a normal probability distribution, the odds of Blackrock Lifepath to move above the current price in 90 days from now is nearly 4.04 (This Blackrock Lifepath Dynamic probability density function shows the probability of Blackrock Mutual Fund to fall within a particular range of prices over 90 days) .
Blackrock Lifepath Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Blackrock Lifepath market risk premium is the additional return an investor will receive from holding Blackrock Lifepath long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Blackrock Lifepath. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Blackrock Lifepath's alpha and beta are two of the key measurements used to evaluate Blackrock Lifepath's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.533 | |||
Semi Deviation | 0.542 | |||
Standard Deviation | 0.706 | |||
Variance | 0.4985 |
Blackrock Lifepath Against Markets
Picking the right benchmark for Blackrock Lifepath mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Blackrock Lifepath mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Blackrock Lifepath is critical whether you are bullish or bearish towards Blackrock Lifepath Dynamic at a given time. Please also check how Blackrock Lifepath's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Blackrock Lifepath without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Blackrock Mutual Fund?
Before investing in Blackrock Lifepath, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Blackrock Lifepath. To buy Blackrock Lifepath fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Blackrock Lifepath. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Blackrock Lifepath fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Blackrock Lifepath Dynamic fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Blackrock Lifepath Dynamic fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Blackrock Lifepath Dynamic, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Blackrock Lifepath Dynamic?
The danger of trading Blackrock Lifepath Dynamic is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Blackrock Lifepath is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Blackrock Lifepath. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Blackrock Lifepath is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Blackrock Lifepath Dynamic. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Blackrock Lifepath information on this page should be used as a complementary analysis to other Blackrock Lifepath's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
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When running Blackrock Lifepath's price analysis, check to measure Blackrock Lifepath's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Blackrock Lifepath is operating at the current time. Most of Blackrock Lifepath's value examination focuses on studying past and present price action to predict the probability of Blackrock Lifepath's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Blackrock Lifepath's price. Additionally, you may evaluate how the addition of Blackrock Lifepath to your portfolios can decrease your overall portfolio volatility.
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