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BAPBX BlackRock LifePath® Active Retire Inv A

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Fund BAPBX BlackRock LifePath® Active Retire Inv A ARTOX American Century One Choice In Ret Inv BTRYX BMO In-Retirement Y  
100% 89% 89%
Annual Fees
(0.95% Exp. Ratio)
(0.79% Exp. Ratio)
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.06% annual return
$18,537.36 $19,457.04 $19,107.11
Est. savings over 30 yrs +$919.69 +$569.75
As of 9/30/16
1 YR RETURN 7.37%
3 YR 4.20%
5 YR 7.39%
10 YR --
1 YR RETURN 8.01%
3 YR 4.82%
5 YR 7.49%
10 YR 5.29%
1 YR RETURN 7.49%
3 YR 4.24%
5 YR 7.67%
10 YR 4.75%
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. In pursuit of its investment objective, the fund, which is a fund of funds, allocates and reallocates its assets among a combination of equity, fixed income and money market funds in proportions based on its own comprehensive investment strategy. It will be broadly diversified across global asset classes, and will generally seek to maintain an asset allocation of 40% in underlying funds that invest in equity and 60% in underlying funds that invest in fixed income, although the allocation may shift over time depending on market conditions. It is non-diversified.
The investment seeks current income; capital appreciation is a secondary objective. The fund is a "fund of funds," it invests in other American Century mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. The fund's target allocation for the various asset classes and underlying funds is to invest 45% of its assets in stock funds, 45% of its assets in bond funds, and 10% of its assets in money market funds. The target asset mix of One Choice In Retirement Portfolio is expected to remain fixed over time.
The investment seeks to achieve growth, income, and conservation of capital to varying degrees depending on its proximity to its target date. The managers will attempt to achieve its investment objectives by investing in a mix of affiliated and unaffiliated funds (the underlying funds) in different combinations and weightings without limit. The fund is designed for an investor who retired in or around the year 2010 (the target date) at age 67 and who plans to withdraw the value of the investor's account in the fund gradually after retirement. The target date is the year that an investor likely would stop making new investments in the fund.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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