BlackRock LifePath® 2050 Portfolio Institutional Shares (STLFX)

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+0.45% 3 years+11.82%
3 months+1.75% 5 years+10.36%
1 year+7.12% Since inception+5.85%
Data through --

Peer Comparisonvs. Target date 2046-2050

Performance 5-yr return+10.36%+9.81%
Expense ratio1.21%1.03%
Risk 5 year sharpe ratio0.750.81
Net assets$195.5M$657.9M
Average market cap$26.9B$32.2B
Average P/E17.218.8
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureAlan Mason / 5 Years
Minimal initial investment$2,000,000.00
Minimum IRA investment--


U.S. stock56.65%
International stock36.45%
Fixed income2.11%
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
-- 33.47%
-- 19.37%
-- 15.89%
ICF iShares Cohen & Steers REIT ETF7.18%
IFGL iShares International Developed Real Estate ETF6.08%
MADCX BlackRock Emerging Markets Fund Institutional Shares5.51%
-- 3.59%
SCZ iShares MSCI EAFE Small-Cap ETF2.79%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.64%
EWC iShares MSCI Canada ETF1.75%

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