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BlackRock LifePath® 2030 Fund Class K Shares (LPSDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2026-2030
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 2030 Fund invests all of its assets in the 2030 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-0.07% 3 years+7.37%
3 months+2.11% 5 years+7.30%
1 year-1.20% Since inception+4.07%
Data through --

Peer Comparisonvs. Target date 2026-2030

Performance 5-yr return+7.30%+6.85%
Expense ratio0.79%0.98%
Risk 5 year sharpe ratio0.800.76
Net assets$607.9M$2.1B
Average market cap$25.0B$34.2B
Average P/E15.317.4
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--


U.S. stock45.94%
Fixed income30.96%
International stock28.45%
Top 5 Sectors
Portfolio weighting
Financial service 24.72%
Industrial materials 13.50%
Energy 10.06%
Consumer goods 9.96%
Healthcare 9.94%
Top 10 Holdings
Portfolio weighting
BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares27.35%
-- 24.26%
-- 17.23%
-- 16.07%
ICF iShares Cohen & Steers REIT ETF4.03%
MADCX BlackRock Emerging Markets Fund Institutional Shares3.87%
IFGL iShares International Developed Real Estate ETF3.50%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares3.19%
MDSKX BlackRock Small Cap Index Fund Investor A Shares3.11%
TIP iShares TIPS Bond ETF2.53%