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| 15.79 Net Asset Value | +0.13% 1 Day | +6.62% 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 | +0.83% | 3 years | +4.02% | |
| 3 months | +3.77% | 5 years | +7.01% | |
| 1 year | +11.50% | Since inception | +4.60% |
| LPSCX | Category | |
|---|---|---|
| Performance 5-yr return | +7.01% | +5.72% |
| Expense ratio | 0.77% | 0.85% |
| Risk 5 year sharpe ratio | 1.24 | 1.22 |
| Net assets | $402.2M | $2.5B |
| Average market cap | $19.4B | $40.0B |
| Average P/E | 17.6 | 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 | 55.12% |
| U.S. stock | 21.65% |
| International stock | 18.53% |
| Cash | 4.62% |
| Other | 0.08% |
| 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 | 36.90% |
| -- | 26.32% |
| -- | 7.51% |
| -- | 7.43% |
| TIP iShares TIPS Bond ETF | 7.41% |
| BICSX BlackRock Commodity Strategies Portfolio Institutional Shares | 3.82% |
| PBAKX BlackRock Tactical Opportunities Fund Class K Shares | 3.23% |
| LRGF iShares Edge MSCI Multifactor USA ETF | 2.29% |
| INTF iShares Edge MSCI Multifactor Intl ETF | 1.98% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 1.45% |
