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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. LifePath 2050 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") in proportions based on its own comprehensive investment strategy.


1 month+0.91% 3 years+12.15%
3 months-0.96% 5 years+11.28%
1 year+4.28% Since inception+5.78%
Data through --

Peer Comparisonvs. Target date 2046-2050

Performance 5-yr return+11.28%+11.92%
Expense ratio0.86%1.01%
Risk 5 year sharpe ratio1.001.01
Net assets$193.6M$666.1M
Average market cap$24.8B$32.1B
Average P/E16.718.7
Portfolio turnover48%48%

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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. stock55.99%
International stock37.77%
Fixed income2.08%
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
-- 29.59%
-- 21.02%
-- 18.53%
ICF iShares Cohen & Steers REIT ETF7.17%
IFGL iShares International Developed Real Estate ETF6.45%
MADCX BlackRock Emerging Markets Fund Institutional Shares5.27%
-- 3.61%
SCZ iShares MSCI EAFE Small-Cap ETF2.91%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.28%
EWC iShares MSCI Canada ETF1.75%