Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

BlackRock LifePath® 2050 Fund Institutional Shares (STLFX)

18.08
Net Asset Value
-2.80%
1 Day
-7.71%
Year-to-Date
Overall Morningstar Rating
Target date 2046-2050
Style or Category
No Load
Sales Expenses
1.21%
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.

Performance

1 month-6.25% 3 years+8.58%
3 months-7.51% 5 years+10.38%
1 year-4.96% Since inception+5.47%
Data through --

Peer Comparisonvs. Target date 2046-2050

 STLFXCategory
Performance 5-yr return+10.38%+11.92%
Expense ratio1.21%1.01%
Risk 5 year sharpe ratio0.890.93
Net assets$185.3M$677.8M
Average market cap$25.9B$32.0B
Average P/E16.818.3
Portfolio turnover48%48%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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

Holdings

U.S. stock56.29%
International stock37.47%
Cash3.80%
Fixed income2.44%
Other0.01%
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
-- 29.83%
-- 21.17%
-- 18.70%
ICF iShares Cohen & Steers REIT ETF7.36%
IFGL iShares International Developed Real Estate ETF6.34%
MADCX BlackRock Emerging Markets Fund Institutional Shares5.11%
BICSX BlackRock Commodity Strategies Portfolio Institutional Shares3.36%
SCZ iShares MSCI EAFE Small-Cap ETF2.82%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.23%
EWC iShares MSCI Canada ETF1.67%

Partner Offers