BlackRock LifePath 2020 Portfolio Class K Shares (LPSCX)
| 17.16 Net Asset Value | -0.12% 1 Day | +2.57% Year-to-Date | Overall Morningstar Rating |
| Target date 2016-2020 Style or Category | No Load Sales Expenses | 0.81% Expense Ratio | 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 2020 Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of March 31, 2014, LifePath 2020 Portfolio held approximately 51% of its assets in underlying funds that invest primarily in equity securities, 49% of its assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments.
Performance
| 1 month | +0.83% | 3 years | +7.35% | |
| 3 months | +3.32% | 5 years | +10.26% | |
| 1 year | +11.22% | Since inception | +4.99% |
Data through --
Peer Comparisonvs. Target date 2016-2020
| LPSCX | Category | |
|---|---|---|
| Performance 5-yr return | +10.26% | +11.49% |
| Expense ratio | 0.81% | 1.01% |
| Risk 5 year sharpe ratio | 1.27 | 1.26 |
| Net assets | $1.0B | $2.4B |
| Average market cap | $25.8B | $36.1B |
| Average P/E | 16.9 | 17.5 |
| Portfolio turnover | 19% | 19% |
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Fund Management and Purchase Info
| Fund family | BlackRock |
| Fund manager & tenure | Alan Mason / 4 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
Holdings
| Fixed income | 49.34% |
| U.S. stock | 30.65% |
| International stock | 17.68% |
| Cash | 2.25% |
| Other | 0.07% |
Top 5 SectorsPortfolio weighting
| Financial service | 23.60% |
| Industrial materials | 13.91% |
| Healthcare | 10.24% |
| Energy | 10.14% |
| Consumer goods | 9.47% |
Top 10 HoldingsPortfolio weighting
| BCRAX BlackRock CoreAlpha Bond Investor A | 41.56% |
| -- Active Stock Master Portfolio | 22.72% |
| -- International Tilts Master | 9.39% |
| TIP iShares TIPS Bond | 6.74% |
| MDSKX BlackRock Small Cap Index A | 4.09% |
| -- BlackRock Russell 1000 Index T | 3.77% |
| BICSX BlackRock Commodity Strategies Instl | 3.64% |
| MADCX BlackRock Emerging Mkts Instl | 2.93% |
| SCZ iShares MSCI EAFE Small-Cap | 1.35% |
| IFGL iShares International Dev Rel Est | 1.32% |
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