BlackRock LifePath® Dynamic 2050 Porfolio Investor C Shares (LPCPX)

21.56
Net Asset Value
+1.27%
1 Day
+1.41%
Year-to-Date
Overall Morningstar Rating
Target-date 2050
Style or Category
No Load
Sales Expenses
2.02%
Expense Ratio
Above Average
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- a separate mutual fund with a substantially identical investment objective- which allocates and reallocates its assets among a combination of equity- bond and money market funds (the "underlying funds")- direct investments in equity securities of issuers that are primarily engaged in or related to the real estate industry ("real estate-related equity securities") and derivatives in proportions based on its own comprehensive investment strategy.

Performance

1 month-3.62% 3 years+7.17%
3 months+3.95% 5 years+8.90%
1 year+17.01% Since inception+8.64%
Data through --

Peer Comparisonvs. Target-date 2050

 LPCPXCategory
Performance 5-yr return+8.90%+10.48%
Expense ratio2.02%0.86%
Risk 5 year sharpe ratio1.021.16
Net assets$125.6M$1.2B
Average market cap$22.5B$38.3B
Average P/E18.119.6
Portfolio turnover70%70%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenurePhilip Green / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

International stock47.38%
U.S. stock41.04%
Cash9.27%
Fixed income2.31%
Other0.00%
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
-- 50.85%
-- 16.38%
BLSIX BlackRock Advantage Emerging Markets Fund Institutional Shares9.38%
LRGF iShares Edge MSCI Multifactor USA ETF7.38%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares5.01%
INTF iShares Edge MSCI Multifactor Intl ETF4.51%
-- 4.00%
BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares1.01%