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| 18.70 Net Asset Value | -0.58% 1 Day | +6.37% Year-to-Date | Overall Morningstar Rating |
| Target-date 2050 Style or Category | No Load Sales Expenses | 0.85% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | -0.27% | 3 years | +5.86% | |
| 3 months | +2.64% | 5 years | +11.15% | |
| 1 year | +11.52% | Since inception | +5.22% |
| LPSGX | Category | |
|---|---|---|
| Performance 5-yr return | +11.15% | +6.35% |
| Expense ratio | 0.85% | 0.95% |
| Risk 5 year sharpe ratio | 0.75 | 0.78 |
| Net assets | $129.3M | $784.1M |
| Average market cap | $29.0B | $32.0B |
| Average P/E | 16.5 | 18.2 |
| Portfolio turnover | 36% | 36% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | BlackRock |
| Fund manager & tenure | Alan Mason / 6 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 48.06% |
| International stock | 31.52% |
| Fixed income | 16.15% |
| Cash | 4.26% |
| Other | 0.01% |
| Financial service | 26.23% |
| Industrial materials | 13.34% |
| Energy | 9.99% |
| Healthcare | 9.90% |
| Consumer goods | 9.19% |
| -- | 29.57% |
| -- | 20.95% |
| -- | 17.69% |
| -- | 14.03% |
| MADCX BlackRock Emerging Markets Fund Institutional Shares | 5.63% |
| -- | 3.75% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 2.93% |
| MDSKX BlackRock Small Cap Index Fund Investor A Shares | 2.03% |
| EWC iShares MSCI Canada ETF | 1.70% |
| BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares | 1.39% |
