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| 20.61 Net Asset Value | +0.24% 1 Day | +10.63% Year-to-Date | Overall Morningstar Rating |
| Target-date 2050 Style or Category | No Load Sales Expenses | 0.77% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +1.18% | 3 years | +5.44% | |
| 3 months | +5.22% | 5 years | +10.71% | |
| 1 year | +16.33% | Since inception | +6.06% |
| LPSGX | Category | |
|---|---|---|
| Performance 5-yr return | +10.71% | +8.32% |
| Expense ratio | 0.77% | 0.90% |
| Risk 5 year sharpe ratio | 1.16 | 1.16 |
| Net assets | $111.5M | $954.2M |
| Average market cap | $18.4B | $35.2B |
| Average P/E | 17.4 | 19.4 |
| Portfolio turnover | 70% | 70% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | BlackRock |
| Fund manager & tenure | Philip Green / 0 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 41.10% |
| International stock | 39.39% |
| Cash | 16.04% |
| Fixed income | 3.43% |
| Other | 0.04% |
| Financial service | 26.23% |
| Industrial materials | 13.34% |
| Energy | 9.99% |
| Healthcare | 9.90% |
| Consumer goods | 9.19% |
| -- | 47.02% |
| -- | 17.73% |
| LRGF iShares Edge MSCI Multifactor USA ETF | 8.67% |
| BICSX BlackRock Commodity Strategies Portfolio Institutional Shares | 5.04% |
| INTF iShares Edge MSCI Multifactor Intl ETF | 4.89% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 4.13% |
| BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares | 1.14% |
| EEM iShares MSCI Emerging Markets ETF | 1.08% |
