BlackRock LifePath® Dynamic 2050 Fund Class K Shares (LPSGX)

21.98
Net Asset Value
-0.09%
1 Day
+1.81%
Year-to-Date
Overall Morningstar Rating
Target-date 2050
Style or Category
No Load
Sales Expenses
0.81%
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- 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")- direct investments in equity securities of issuers that are primarily engaged in or related to the real estate industry ("real estate-related equity securities") and derivatives in proportions based on its own comprehensive investment strategy.

Performance

1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception+6.80%
Data through --

Peer Comparisonvs. Target-date 2050

 LPSGXCategory
Performance 5-yr return--+8.91%
Expense ratio0.81%0.85%
Risk 5 year sharpe ratio0.960.92
Net assets$105.7M$1.2B
Average market cap$21.5B$40.1B
Average P/E16.017.6
Portfolio turnover35%35%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenurePhilip Green / 1 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--

Holdings

International stock46.74%
U.S. stock41.24%
Cash10.77%
Fixed income1.25%
Other0.00%
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
-- 53.72%
-- 18.49%
BLSKX Blackrock Advantage Emerging Markets Fund Class K9.32%
LRGF iShares Edge MSCI Multifactor USA ETF4.60%
INTF iShares Edge MSCI Multifactor Intl ETF3.84%
SCZ iShares MSCI EAFE Small-Cap ETF3.52%
BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares1.22%