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BlackRock LifePath® 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") and equity securities and related derivatives of issuers that are primarily engaged in or related to the real estate industry in proportions based on its own comprehensive investment strategy.


1 month-1.30% 3 years+3.20%
3 months+5.32% 5 years+4.79%
1 year-2.58% Since inception+4.02%
Data through --

Peer Comparisonvs. Target-date 2020

Performance 5-yr return+4.79%+4.76%
Expense ratio0.80%0.90%
Risk 5 year sharpe ratio0.650.61
Net assets$546.4M$2.3B
Average market cap$24.2B$37.2B
Average P/E16.217.5
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureAlan Mason / 6 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


Fixed income49.56%
U.S. stock28.67%
International stock16.99%
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 Shares41.69%
-- 17.81%
-- 10.72%
-- 7.96%
TIP iShares TIPS Bond ETF6.61%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares3.54%
MDSKX BlackRock Small Cap Index Fund Investor A Shares3.41%
-- 2.97%
MADCX BlackRock Emerging Markets Fund Institutional Shares2.76%
SCZ iShares MSCI EAFE Small-Cap ETF1.49%

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