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| 20.63 Net Asset Value | -0.19% 1 Day | +10.74% Year-to-Date | Overall Morningstar Rating |
| Target-date 2050 Style or Category | No Load Sales Expenses | 0.77% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | -0.53% | 3 years | +6.04% | |
| 3 months | +3.52% | 5 years | +9.54% | |
| 1 year | +12.78% | Since inception | +6.29% |
| LPSGX | Category | |
|---|---|---|
| Performance 5-yr return | +9.54% | +9.94% |
| Expense ratio | 0.77% | 0.89% |
| Risk 5 year sharpe ratio | 1.12 | 1.13 |
| Net assets | $113.1M | $979.8M |
| Average market cap | $18.5B | $35.3B |
| Average P/E | 17.2 | 19.4 |
| Portfolio turnover | 70% | 70% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | BlackRock |
| Fund manager & tenure | Philip Green / 0 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
| International stock | 45.26% |
| U.S. stock | 42.03% |
| Cash | 9.11% |
| Fixed income | 3.55% |
| Other | 0.05% |
| Financial service | 26.23% |
| Industrial materials | 13.34% |
| Energy | 9.99% |
| Healthcare | 9.90% |
| Consumer goods | 9.19% |
| -- | 46.86% |
| -- | 16.87% |
| LRGF iShares Edge MSCI Multifactor USA ETF | 8.62% |
| BLSIX BlackRock Advantage Emerging Markets Fund Institutional Shares | 5.69% |
| BICSX BlackRock Commodity Strategies Portfolio Institutional Shares | 5.24% |
| INTF iShares Edge MSCI Multifactor Intl ETF | 4.80% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 4.08% |
| BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares | 1.13% |
| EEM iShares MSCI Emerging Markets ETF | 1.06% |
