BlackRock LifePath® 2050 Porfolio Investor C Shares (LPCPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2046-2050
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund invests all of its assets in the 2050 Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of March 31, 2014, LifePath 2050 Portfolio held approximately 90% of its assets in underlying funds that invest primarily in equity securities, 10% of its assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments.


1 month+1.92% 3 years+10.28%
3 months+4.13% 5 years--
1 year+7.25% Since inception+8.32%
Data through --

Peer Comparisonvs. Target date 2046-2050

Performance 5-yr return--+9.81%
Expense ratio2.19%1.03%
Risk 5 year sharpe ratio0.660.82
Net assets$195.9M$639.6M
Average market cap$27.2B$32.2B
Average P/E17.218.8
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureAlan Mason / 5 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock57.04%
International stock36.95%
Fixed income2.17%
Top 5 Sectors
Portfolio weighting
Financial service 26.23%
Industrial materials 13.34%
Energy 9.99%
Healthcare 9.90%
Consumer goods 9.19%
Top 10 Holdings
Portfolio weighting
-- 33.95%
-- 19.16%
-- 16.06%
ICF iShares Cohen & Steers REIT ETF6.98%
IFGL iShares International Developed Real Estate ETF6.15%
MADCX BlackRock Emerging Markets Fund Institutional Shares5.70%
-- 4.08%
SCZ iShares MSCI EAFE Small-Cap ETF2.82%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.59%
EWC iShares MSCI Canada ETF1.78%

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