BlackRock LifePath® Dynamic 2030 Fund Class K Shares (LPSDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target-date 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. The 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")- 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+0.35% 3 years+7.43%
3 months+2.10% 5 years+7.87%
1 year+14.30% Since inception+5.45%
Data through --

Peer Comparisonvs. Target-date 2030

Performance 5-yr return+7.87%+8.74%
Expense ratio0.77%0.83%
Risk 5 year sharpe ratio1.071.02
Net assets$388.9M$3.1B
Average market cap$23.3B$42.5B
Average P/E18.319.9
Portfolio turnover21%21%

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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--


International stock34.08%
U.S. stock30.37%
Fixed income29.29%
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
-- 41.51%
BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares17.18%
-- 10.80%
BLSIX BlackRock Advantage Emerging Markets Fund Institutional Shares6.14%
-- 4.90%
TIP iShares TIPS Bond ETF4.25%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares4.24%
PBAKX BlackRock Tactical Opportunities Fund Class K Shares3.37%
INTF iShares Edge MSCI Multifactor Intl ETF2.85%
-- 2.42%