BlackRock LifePath® Dynamic 2020 Fund Class K Shares (LPSCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target-date 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. The 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")- direct investments in equity securities of issuers that are primarily engaged in or related to the real estate industry ("real estate-related equity securities") and derivatives in proportions based on its own comprehensive investment strategy.


1 month+1.59% 3 years+4.74%
3 months-2.57% 5 years+5.92%
1 year+9.72% Since inception+4.87%
Data through --

Peer Comparisonvs. Target-date 2020

Performance 5-yr return+5.92%+5.74%
Expense ratio0.77%0.81%
Risk 5 year sharpe ratio1.010.94
Net assets$348.1M$2.5B
Average market cap$20.6B$45.1B
Average P/E16.517.8
Portfolio turnover10%10%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenurePhilip Green / 1 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


Fixed income48.92%
International stock22.61%
U.S. stock21.81%
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 Shares34.41%
-- 26.84%
-- 8.31%
TIP iShares TIPS Bond ETF7.77%
-- 6.89%
BLSKX Blackrock Advantage Emerging Markets Fund Class K4.11%
PBAKX BlackRock Tactical Opportunities Fund Class K Shares3.12%
LRGF iShares Edge MSCI Multifactor USA ETF2.45%
SCZ iShares MSCI EAFE Small-Cap ETF1.64%
INTF iShares Edge MSCI Multifactor Intl ETF1.34%