| 16.02 Net Asset Value | -0.19% 1 Day | +2.63% 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™ |
| 1 month | +1.46% | 3 years | +7.55% | |
| 3 months | +1.63% | 5 years | +8.57% | |
| 1 year | +6.65% | Since inception | +4.58% |
| LPSCX | Category | |
|---|---|---|
| Performance 5-yr return | +8.57% | +7.91% |
| Expense ratio | 0.81% | 0.97% |
| Risk 5 year sharpe ratio | 1.03 | 1.00 |
| Net assets | $874.4M | $2.3B |
| Average market cap | $26.2B | $35.7B |
| Average P/E | 16.7 | 17.8 |
| Portfolio turnover | 19% | 19% |
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 / 5 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
| Fixed income | 50.53% |
| U.S. stock | 30.80% |
| International stock | 18.17% |
| Cash | 0.77% |
| Other | 0.15% |
| 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 | 40.68% |
| -- | 21.07% |
| -- | 9.96% |
| TIP iShares TIPS Bond ETF | 6.71% |
| -- | 5.98% |
| BICSX BlackRock Commodity Strategies Portfolio Institutional Shares | 3.43% |
| MDSKX BlackRock Small Cap Index Fund Investor A Shares | 3.34% |
| MADCX BlackRock Emerging Markets Fund Institutional Shares | 3.02% |
| ICF iShares Cohen & Steers REIT ETF | 1.76% |
| IFGL iShares International Developed Real Estate ETF | 1.49% |
