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BlackRock LifePath® 2050 Fund 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+2.97% 3 years+8.08%
3 months-1.56% 5 years+8.28%
1 year+0.70% Since inception+3.98%
Data through --

Peer Comparisonvs. Target date 2046-2050

Performance 5-yr return+8.28%+7.64%
Expense ratio1.21%1.01%
Risk 5 year sharpe ratio0.670.70
Net assets$116.2M$641.4M
Average market cap$25.2B$32.2B
Average P/E15.818.3
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureAlan Mason / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock55.75%
International stock37.21%
Fixed income2.67%
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
-- 29.54%
-- 20.92%
-- 18.46%
ICF iShares Cohen & Steers REIT ETF7.22%
IFGL iShares International Developed Real Estate ETF6.24%
MADCX BlackRock Emerging Markets Fund Institutional Shares5.21%
-- 3.57%
SCZ iShares MSCI EAFE Small-Cap ETF2.90%
MDSKX BlackRock Small Cap Index Fund Investor A Shares2.22%
EWC iShares MSCI Canada ETF1.77%

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