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BlackRock LifePath® 2020 Fund Class K Shares (LPSCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2016-2020
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. LifePath 2020 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") in proportions based on its own comprehensive investment strategy.


1 month-0.65% 3 years+5.70%
3 months+4.00% 5 years+6.18%
1 year-0.80% Since inception+4.11%
Data through --

Peer Comparisonvs. Target date 2016-2020

Performance 5-yr return+6.18%+5.79%
Expense ratio0.79%0.94%
Risk 5 year sharpe ratio0.870.81
Net assets$642.5M$2.2B
Average market cap$23.7B$36.2B
Average P/E15.417.3
Portfolio turnover----

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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 income55.29%
U.S. stock33.46%
International stock19.19%
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 Shares47.35%
-- 16.86%
-- 12.32%
-- 12.07%
TIP iShares TIPS Bond ETF6.82%
MDSKX BlackRock Small Cap Index Fund Investor A Shares4.13%
-- 3.20%
MADCX BlackRock Emerging Markets Fund Institutional Shares2.73%
SCZ iShares MSCI EAFE Small-Cap ETF1.48%
ICF iShares Cohen & Steers REIT ETF1.44%