Our Terms of Service and Privacy Policy have changed.
By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.
By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.
| 15.05 Net Asset Value | +0.33% 1 Day | +6.29% Year-to-Date | Overall Morningstar Rating |
| Target-date 2020 Style or Category | No Load Sales Expenses | 0.80% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.33% | 3 years | +4.78% | |
| 3 months | +5.55% | 5 years | +7.17% | |
| 1 year | +8.83% | Since inception | +4.30% |
| LPSCX | Category | |
|---|---|---|
| Performance 5-yr return | +7.17% | +5.08% |
| Expense ratio | 0.80% | 0.88% |
| Risk 5 year sharpe ratio | 0.91 | 0.88 |
| Net assets | $525.5M | $2.4B |
| Average market cap | $25.2B | $39.6B |
| Average P/E | 16.8 | 18.8 |
| Portfolio turnover | 18% | 18% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | BlackRock |
| Fund manager & tenure | Alan Mason / 6 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
| Fixed income | 48.63% |
| U.S. stock | 29.25% |
| International stock | 16.50% |
| Cash | 5.58% |
| Other | 0.03% |
| 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 | 41.60% |
| -- | 18.02% |
| -- | 10.56% |
| -- | 8.30% |
| TIP iShares TIPS Bond ETF | 6.48% |
| MDSKX BlackRock Small Cap Index Fund Investor A Shares | 3.43% |
| BICSX BlackRock Commodity Strategies Portfolio Institutional Shares | 3.18% |
| -- | 3.07% |
| MADCX BlackRock Emerging Markets Fund Institutional Shares | 2.93% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 1.48% |
