BlackRock LifePath 2050 Portfolio 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. The fund invests all of its assets in the 2050 Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of March 31, 2014, LifePath 2050 Portfolio held approximately 90% of its assets in underlying funds that invest primarily in equity securities, 10% of its assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments.


1 month-1.85% 3 years+11.63%
3 months+0.09% 5 years+11.15%
1 year+7.39% Since inception+5.89%
Data through --

Peer Comparisonvs. Target date 2046-2050

Performance 5-yr return+11.15%+10.07%
Expense ratio0.84%1.04%
Risk 5 year sharpe ratio0.760.82
Net assets$164.7M$608.9M
Average market cap$27.2B$32.1B
Average P/E16.718.1
Portfolio turnover28%28%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureAlan Mason / 5 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock57.02%
International stock36.35%
Fixed income2.09%
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
-- MIP Active Stock Master34.33%
-- MIP International Tilts Master Portfolio18.39%
-- BlackRock Russell 1000 Index T15.70%
ICF iShares Cohen & Steers REIT7.22%
IFGL iShares International Dev Rel Est6.16%
MADCX BlackRock Emerging Mkts Instl5.85%
-- BlackRock Commodity Strategies Instl4.03%
SCZ iShares MSCI EAFE Small-Cap2.76%
MDSKX BlackRock Small Cap Index A2.66%
EWC iShares MSCI Canada1.87%

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