BlackRock LifePath® 2050 Portfolio Investor A Shares (LPRFX)

20.61
Net Asset Value
-0.29%
1 Day
+5.37%
Year-to-Date
Overall Morningstar Rating
Target date 2046-2050
Style or Category
5.25
Sales Expenses
1.46%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide for retirement outcomes based on quantitatively measured risk. LifePath 2050 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") in proportions based on its own comprehensive investment strategy.

Performance

1 month+1.27% 3 years+14.19%
3 months+2.02% 5 years+12.11%
1 year+8.86% Since inception+5.59%
Data through --

Peer Comparisonvs. Target date 2046-2050

 LPRFXCategory
Performance 5-yr return+12.11%+9.81%
Expense ratio1.46%1.03%
Risk 5 year sharpe ratio0.730.81
Net assets$195.5M$657.9M
Average market cap$25.1B$31.9B
Average P/E16.918.8
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

Holdings

U.S. stock54.69%
International stock38.21%
Cash4.74%
Fixed income2.13%
Other0.23%
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
-- 29.62%
-- 21.34%
-- 18.13%
ICF iShares Cohen & Steers REIT ETF6.85%
IFGL iShares International Developed Real Estate ETF6.37%
MADCX BlackRock Emerging Markets Fund Institutional Shares5.31%
-- 3.72%
SCZ iShares MSCI EAFE Small-Cap ETF2.86%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.31%
EWC iShares MSCI Canada ETF1.85%

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