| 20.46 Net Asset Value | +0.39% 1 Day | +4.07% Year-to-Date | Overall Morningstar Rating |
| Target date 2046-2050 Style or Category | No Load Sales Expenses | 0.84% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +4.02% | 3 years | +11.78% | |
| 3 months | +2.87% | 5 years | +11.26% | |
| 1 year | +8.71% | Since inception | +5.64% |
| LPSGX | Category | |
|---|---|---|
| Performance 5-yr return | +11.26% | +10.07% |
| Expense ratio | 0.84% | 1.04% |
| Risk 5 year sharpe ratio | 0.83 | 0.88 |
| Net assets | $187.2M | $600.1M |
| Average market cap | $26.9B | $31.2B |
| Average P/E | 16.7 | 18.1 |
| Portfolio turnover | 28% | 28% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | BlackRock |
| Fund manager & tenure | Alan Mason / 5 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 55.52% |
| International stock | 36.95% |
| Cash | 4.85% |
| Fixed income | 2.51% |
| Other | 0.18% |
| Financial service | 26.23% |
| Industrial materials | 13.34% |
| Energy | 9.99% |
| Healthcare | 9.90% |
| Consumer goods | 9.19% |
| -- | 32.90% |
| -- | 19.12% |
| -- | 15.50% |
| ICF iShares Cohen & Steers REIT ETF | 7.25% |
| IFGL iShares International Developed Real Estate ETF | 6.07% |
| MADCX BlackRock Emerging Markets Fund Institutional Shares | 5.81% |
| -- | 3.95% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 2.80% |
| MDSKX BlackRock Small Cap Index Fund Investor A Shares | 2.56% |
| EWC iShares MSCI Canada ETF | 1.75% |
