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BlackRock LifePath 2030 K (LPSDX)

16.56 Up 0.02(0.12%) Aug 26
Prev Close:16.54
YTD Return*:4.44%
Net Assets*:989.15M
Yield*:1.90%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for LPSDX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BlackRock CoreAlpha Bond Investor A28.81N/A
Active Stock Master Portfolio28.79N/A
International Tilts Master12.52N/A
BlackRock Russell 1000 Index T6.14N/A
BlackRock Emerging Mkts Instl3.87N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:989.15M
Category:Target Date 2026-2030
Annual Report Expense Ratio (net):0.65%

Performance & Risk

YTD Return:4.44%
5y Avg Return:11.03%
Rank in Category (ytd):13
% Rank in Category (ytd):5.56%
Beta (3y):1.20
Morningstar Risk Rating:2

Fund Summary

The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund invests all of its assets in the 2030 Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of March 31, 2014, LifePath 2030 Portfolio held approximately 67% of its assets in underlying funds that invest primarily in equity securities, 33% of its assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments. View More
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