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BlackRock LifePath® 2030 Portfolio Institutional Shares (STLDX)

14.74
Net Asset Value
+0.20%
1 Day
+0.20%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
1.18%
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.

Performance

1 month+0.61% 3 years+8.85%
3 months-1.10% 5 years+8.89%
1 year+3.20% Since inception+7.21%
Data through --

Peer Comparisonvs. Target date 2026-2030

 STLDXCategory
Performance 5-yr return+8.89%+10.54%
Expense ratio1.18%0.99%
Risk 5 year sharpe ratio1.041.04
Net assets$696.7M$2.2B
Average market cap$24.9B$36.5B
Average P/E16.718.4
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--

Holdings

U.S. stock43.04%
International stock27.09%
Fixed income25.76%
Cash4.06%
Other0.06%
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 Shares23.12%
-- 22.69%
-- 15.68%
-- 14.94%
ICF iShares Cohen & Steers REIT ETF3.90%
MADCX BlackRock Emerging Markets Fund Institutional Shares3.87%
IFGL iShares International Developed Real Estate ETF3.51%
-- 3.35%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.75%
TIP iShares TIPS Bond ETF2.52%