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

21.17
Net Asset Value
0.00%
1 Day
-0.42%
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+2.99% 3 years+6.13%
3 months-5.11% 5 years+8.02%
1 year+14.90% Since inception+7.70%
Data through --

Peer Comparisonvs. Target-date 2050

 LPCPXCategory
Performance 5-yr return+8.02%+8.91%
Expense ratio2.02%0.85%
Risk 5 year sharpe ratio0.820.94
Net assets$103.0M$1.2B
Average market cap$19.6B$36.7B
Average P/E16.217.5
Portfolio turnover35%35%

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Fund Management and Purchase Info

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

Holdings

International stock48.76%
U.S. stock41.06%
Cash9.00%
Fixed income1.17%
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
-- 53.12%
-- 19.10%
BLSKX Blackrock Advantage Emerging Markets Fund Class K9.70%
LRGF iShares Edge MSCI Multifactor USA ETF4.84%
INTF iShares Edge MSCI Multifactor Intl ETF3.89%
SCZ iShares MSCI EAFE Small-Cap ETF3.75%
BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares1.24%