BlackRock LifePath® 2020 Portfolio Class K Shares (LPSCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2016-2020
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 2020 Fund invests all of its assets in the 2020 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-0.83% 3 years+7.01%
3 months-2.61% 5 years+7.80%
1 year+1.17% Since inception+4.48%
Data through --

Peer Comparisonvs. Target date 2016-2020

Performance 5-yr return+7.80%+8.69%
Expense ratio0.81%0.95%
Risk 5 year sharpe ratio1.161.10
Net assets$727.8M$2.3B
Average market cap$24.5B$37.2B
Average P/E16.918.4
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureAlan Mason / 5 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


Fixed income46.41%
U.S. stock31.26%
International stock18.27%
Top 5 Sectors
Portfolio weighting
Financial service 23.60%
Industrial materials 13.91%
Healthcare 10.24%
Energy 10.14%
Consumer goods 9.47%
Top 10 Holdings
Portfolio weighting
BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares40.08%
-- 16.46%
-- 11.12%
-- 11.07%
TIP iShares TIPS Bond ETF6.67%
MDSKX BlackRock Small Cap Index Fund Investor A Shares3.48%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares3.20%
MADCX BlackRock Emerging Markets Fund Institutional Shares2.66%
SCZ iShares MSCI EAFE Small-Cap ETF1.49%
ICF iShares Cohen & Steers REIT ETF1.49%

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