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BlackRock LifePath® 2030 Fund Institutional Shares (STLDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide for retirement outcomes based on quantitatively measured risk. LifePath 2030 Fund invests all of its assets in the 2030 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+3.28% 3 years+5.83%
3 months-3.07% 5 years+6.84%
1 year+1.04% Since inception+6.94%
Data through --

Peer Comparisonvs. Target date 2026-2030

Performance 5-yr return+6.84%+6.85%
Expense ratio1.18%0.98%
Risk 5 year sharpe ratio0.900.73
Net assets$612.4M$2.1B
Average market cap$25.2B$36.7B
Average P/E15.917.9
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureAlan Mason / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock42.73%
Fixed income27.95%
International stock26.60%
Top 5 Sectors
Portfolio weighting
Financial service 24.72%
Industrial materials 13.50%
Energy 10.06%
Consumer goods 9.96%
Healthcare 9.94%
Top 10 Holdings
Portfolio weighting
BCRAX BlackRock CoreAlpha Bond Fund Investor A Shares24.12%
-- 22.47%
-- 15.46%
-- 14.81%
ICF iShares Cohen & Steers REIT ETF4.08%
MADCX BlackRock Emerging Markets Fund Institutional Shares3.79%
IFGL iShares International Developed Real Estate ETF3.48%
-- 3.29%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.66%
TIP iShares TIPS Bond ETF2.62%

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