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

22.51
Net Asset Value
+0.54%
1 Day
+4.26%
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™
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+3.94% 3 years+10.82%
3 months+7.85% 5 years+10.91%
1 year+25.27% Since inception+6.96%
Data through --

Peer Comparisonvs. Target-date 2050

 LPSGXCategory
Performance 5-yr return+10.91%+10.48%
Expense ratio0.77%0.86%
Risk 5 year sharpe ratio1.151.15
Net assets$116.4M$1.2B
Average market cap$20.3B$37.5B
Average P/E17.119.5
Portfolio turnover70%70%

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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 stock45.71%
U.S. stock40.80%
Cash11.02%
Fixed income2.28%
Other0.18%
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
-- 48.02%
-- 16.51%
LRGF iShares Edge MSCI Multifactor USA ETF8.61%
BLSIX BlackRock Advantage Emerging Markets Fund Institutional Shares8.44%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares5.04%
INTF iShares Edge MSCI Multifactor Intl ETF4.79%
-- 4.08%
BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares1.07%
-- 0.05%
-- 0.01%