BlackRock LifePath® 2050 Portfolio Class R Shares (LPRPX)

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. 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.


1 month-1.92% 3 years+11.32%
3 months-0.80% 5 years+12.04%
1 year+0.96% Since inception+8.90%
Data through --

Peer Comparisonvs. Target date 2046-2050

Performance 5-yr return+12.04%+9.81%
Expense ratio1.71%1.03%
Risk 5 year sharpe ratio0.890.98
Net assets$197.9M$673.8M
Average market cap$25.4B$32.1B
Average P/E16.918.7
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureAlan Mason / 5 Years
Minimal initial investment$100.00
Minimum IRA investment--


U.S. stock55.37%
International stock37.62%
Fixed income2.07%
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
-- 29.89%
-- 21.07%
-- 18.52%
ICF iShares Cohen & Steers REIT ETF6.88%
IFGL iShares International Developed Real Estate ETF6.34%
MADCX BlackRock Emerging Markets Fund Institutional Shares5.13%
-- 3.56%
SCZ iShares MSCI EAFE Small-Cap ETF2.89%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.35%
EWC iShares MSCI Canada ETF1.76%

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