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+1.32% 3 years+14.88%
3 months+2.14% 5 years+12.78%
1 year+9.51% Since inception+6.21%
Data through --

Peer Comparisonvs. Target date 2046-2050

Performance 5-yr return+12.78%+9.81%
Expense ratio0.86%1.03%
Risk 5 year sharpe ratio0.770.81
Net assets$195.5M$657.9M
Average market cap$25.1B$31.9B
Average P/E16.918.8
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. stock54.69%
International stock38.21%
Fixed income2.13%
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
-- 29.62%
-- 21.34%
-- 18.13%
ICF iShares Cohen & Steers REIT ETF6.85%
IFGL iShares International Developed Real Estate ETF6.37%
MADCX BlackRock Emerging Markets Fund Institutional Shares5.31%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares3.72%
SCZ iShares MSCI EAFE Small-Cap ETF2.86%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.31%
EWC iShares MSCI Canada ETF1.85%

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