Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2050 K (LPSGX)

22.67 0.00 (0.00%)
As of 8:42 AM EDT. Market Open.
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DELL
  • Previous Close 22.67
  • YTD Return 8.41%
  • Expense Ratio 1.59%
  • Category Target-Date 2050
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 212.93M
  • Beta (5Y Monthly) 1.36
  • Yield 2.65%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.68
  • Inception Date May 3, 2010

The fund allocates and reallocates its assets among a combination of equity, bond and money market funds (the "underlying funds") and derivatives in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2050.

BlackRock

Fund Family

Target-Date 2050

Fund Category

212.93M

Net Assets

2010-05-03

Inception Date

Performance Overview: LPSGX

Trailing returns as of 4/25/2024. Category is Target-Date 2050.

YTD Return

LPSGX
8.41%
Category
11.99%
 

1-Year Return

LPSGX
23.64%
Category
37.09%
 

3-Year Return

LPSGX
6.69%
Category
13.69%
 

5-Year Return

LPSGX
10.56%
Category
13.58%
 

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Holdings: LPSGX

Top 7 Holdings (30.26% of Total Assets)

SymbolCompany% Assets
XTSLA
XTSLA 12.40%
PBAKX
BlackRock Tactical Opportunities K 3.85%
SCZ
iShares MSCI EAFE Small-Cap ETF 3.84%
BLSKX
BlackRock Advantage Emerging Mkts K 3.77%
BKRDX
iShares Developed Real Estate Idx K 3.38%
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF 1.96%
TIP
iShares TIPS Bond ETF 1.06%

Sector Weightings

SectorLPSGX
Technology   21.46%
Industrials   11.95%
Healthcare   11.01%
Real Estate   6.53%
Energy   4.55%
Utilities   1.58%

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