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BlackRock LifePath® 2050 Fund Class K Shares (LPSGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2046-2050
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide for retirement outcomes based on quantitatively measured risk. LifePath 2050 Fund invests all of its assets in the 2050 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-0.98% 3 years+9.35%
3 months+2.82% 5 years+8.80%
1 year-1.42% Since inception+5.22%
Data through --

Peer Comparisonvs. Target date 2046-2050

Performance 5-yr return+8.80%+7.64%
Expense ratio0.80%1.01%
Risk 5 year sharpe ratio0.730.73
Net assets$124.7M$641.4M
Average market cap$25.1B$29.9B
Average P/E15.317.0
Portfolio turnover48%48%

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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. stock58.17%
International stock39.09%
Fixed income5.48%
Top 5 Sectors
Portfolio weighting
Financial service 26.23%
Industrial materials 13.34%
Energy 9.99%
Healthcare 9.90%
Consumer goods 9.19%
Top 10 Holdings
Portfolio weighting
-- 30.81%
-- 22.84%
-- 19.60%
ICF iShares Cohen & Steers REIT ETF7.21%
IFGL iShares International Developed Real Estate ETF6.19%
MADCX BlackRock Emerging Markets Fund Institutional Shares5.22%
BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares4.53%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares3.39%
SCZ iShares MSCI EAFE Small-Cap ETF2.93%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.45%