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-2.45% 3 years+5.21%
3 months+1.21% 5 years+6.32%
1 year+10.19% Since inception+5.23%
Data through --

Peer Comparisonvs. Target-date 2020

Performance 5-yr return+6.32%+6.76%
Expense ratio0.77%0.82%
Risk 5 year sharpe ratio1.201.16
Net assets$369.0M$2.7B
Average market cap$24.2B$44.7B
Average P/E18.520.0
Portfolio turnover50%50%

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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 income51.30%
U.S. stock22.51%
International stock22.48%
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 Shares33.86%
-- 28.17%
TIP iShares TIPS Bond ETF7.63%
-- 7.32%
-- 6.61%
BLSIX BlackRock Advantage Emerging Markets Fund Institutional Shares3.81%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares3.74%
PBAKX BlackRock Tactical Opportunities Fund Class K Shares3.29%
LRGF iShares Edge MSCI Multifactor USA ETF2.45%
INTF iShares Edge MSCI Multifactor Intl ETF1.61%