BlackRock LifePath 2050 Portfolio Class K Shares (LPSGX)
| 22.08 Net Asset Value | -0.32% 1 Day | +2.99% Year-to-Date | Overall Morningstar Rating |
| Target date 2046-2050 Style or Category | No Load Sales Expenses | 0.84% Expense Ratio | High 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.
Performance
| 1 month | +0.31% | 3 years | +11.24% | |
| 3 months | +4.55% | 5 years | +13.79% | |
| 1 year | +16.76% | Since inception | +6.43% |
Data through --
Peer Comparisonvs. Target date 2046-2050
| LPSGX | Category | |
|---|---|---|
| Performance 5-yr return | +13.79% | +14.69% |
| Expense ratio | 0.84% | 1.08% |
| Risk 5 year sharpe ratio | 1.04 | 1.11 |
| Net assets | $192.7M | $591.5M |
| Average market cap | $19.4B | $31.7B |
| Average P/E | 16.1 | 17.8 |
| Portfolio turnover | 28% | 28% |
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Fund Management and Purchase Info
| Fund family | BlackRock |
| Fund manager & tenure | Alan Mason / 4 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
Holdings
| Fixed income | 46.28% |
| International stock | 32.37% |
| U.S. stock | 18.31% |
| Cash | 3.02% |
| Other | 0.02% |
Top 5 SectorsPortfolio weighting
| Financial service | 26.23% |
| Industrial materials | 13.34% |
| Energy | 9.99% |
| Healthcare | 9.90% |
| Consumer goods | 9.19% |
Top 10 HoldingsPortfolio weighting
| -- Active Stock Master Portfolio | 36.01% |
| -- MIP International Tilts Master Portfolio | 17.08% |
| -- BlackRock Russell 1000 Index T | 11.02% |
| BCRAX BlackRock CoreAlpha Bond Investor A | 9.52% |
| IFGL iShares International Dev Rel Est | 5.42% |
| MADCX BlackRock Emerging Mkts Instl | 5.31% |
| ICF iShares Cohen & Steers REIT | 5.28% |
| BICSX BlackRock Commodity Strategies Instl | 3.73% |
| SCZ iShares MSCI EAFE Small-Cap | 2.61% |
| MDSKX BlackRock Small Cap Index A | 2.05% |
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