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BlackRock LifePath® Dynamic 2050 Fund Investor A Shares (LPRFX)

21.66
Net Asset Value
+0.05%
1 Day
+16.83%
Year-to-Date
Overall Morningstar Rating
Target-date 2050
Style or Category
5.25
Sales Expenses
1.22%
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+2.71% 3 years+9.56%
3 months+5.76% 5 years+9.85%
1 year+21.54% Since inception+5.87%
Data through --

Peer Comparisonvs. Target-date 2050

 LPRFXCategory
Performance 5-yr return+9.85%+9.81%
Expense ratio1.22%0.89%
Risk 5 year sharpe ratio1.011.08
Net assets$115.7M$1.1B
Average market cap$20.1B$36.0B
Average P/E16.919.2
Portfolio turnover70%70%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenurePhilip Green / 0 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

International stock44.32%
U.S. stock40.70%
Cash10.69%
Fixed income4.29%
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
-- 47.05%
-- 16.19%
BLSIX BlackRock Advantage Emerging Markets Fund Institutional Shares8.60%
LRGF iShares Edge MSCI Multifactor USA ETF8.59%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares5.23%
INTF iShares Edge MSCI Multifactor Intl ETF4.89%
SCZ iShares MSCI EAFE Small-Cap ETF4.16%
BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares1.13%
-- 0.03%
-- 0.02%