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| 15.82 Net Asset Value | +0.25% 1 Day | +6.82% Year-to-Date | Overall Morningstar Rating |
| Target-date 2020 Style or Category | No Load Sales Expenses | 0.77% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.50% | 3 years | +3.97% | |
| 3 months | +1.68% | 5 years | +6.15% | |
| 1 year | +6.80% | Since inception | +4.70% |
| LPSCX | Category | |
|---|---|---|
| Performance 5-yr return | +6.15% | +6.57% |
| Expense ratio | 0.77% | 0.83% |
| Risk 5 year sharpe ratio | 1.18 | 1.15 |
| Net assets | $375.8M | $2.4B |
| Average market cap | $19.4B | $39.1B |
| Average P/E | 17.3 | 19.4 |
| Portfolio turnover | 50% | 50% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | BlackRock |
| Fund manager & tenure | Philip Green / 0 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
| Fixed income | 52.33% |
| U.S. stock | 21.88% |
| International stock | 21.40% |
| Cash | 4.30% |
| Other | 0.09% |
| Financial service | 23.60% |
| Industrial materials | 13.91% |
| Healthcare | 10.24% |
| Energy | 10.14% |
| Consumer goods | 9.47% |
| BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares | 34.32% |
| -- | 25.55% |
| TIP iShares TIPS Bond ETF | 7.57% |
| -- | 6.82% |
| -- | 6.64% |
| BICSX BlackRock Commodity Strategies Portfolio Institutional Shares | 4.01% |
| BLSIX BlackRock Advantage Emerging Markets Fund Institutional Shares | 3.65% |
| PBAKX BlackRock Tactical Opportunities Fund Class K Shares | 3.12% |
| LRGF iShares Edge MSCI Multifactor USA ETF | 2.49% |
| INTF iShares Edge MSCI Multifactor Intl ETF | 2.15% |
