BlackRock LifePath Dynamic 2050 Fund Investor C (LPCPX)
21.82
-0.15
(-0.68%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide for retirement outcomes based on quantitatively measured risk. In pursuit of this objective, the Fund will be broadly diversified across global asset classes, with asset allocations becoming more conservative over time. The Fund intends to invest in affiliated open-end funds and affiliated ETFs. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2050 |
| Peer Group | Mixed-Asset Target 2050 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | BlackRock |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group Low
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group Low
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Peer Group High
YTD
% Rank:
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Peer Group Low
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of September 30, 2024.
| Type | % Net |
|---|---|
| Cash | -10.99% |
| Stock | 12.62% |
| Bond | 11.16% |
| Convertible | 0.00% |
| Preferred | 0.14% |
| Other | 87.08% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
DIVERSIFIED EQUITY MASTER FUND
|
51.64% | -- | -- |
| BlackRock Cash Funds: Treasury SL Agency | 24.54% | 1.00 | 0.00% |
|
INTERNATIONAL TILTS MASTER PORTFOLIO
|
9.69% | -- | -- |
|
MSCI EAFE MAR5
|
8.80% | -- | -- |
|
MSCI EMERG MAR5
|
6.76% | -- | -- |
|
MICRO E-MINI S&P 500 INDEX FUTURE
|
5.14% | -- | -- |
|
1RTY MAR25
|
3.77% | -- | -- |
| BlackRock Tactical Opportunities Fund K | 3.09% | 15.04 | 0.07% |
| BlackRock Advantage Emerging Markets Fd K | 2.97% | 10.11 | 0.70% |
| iShares MSCI EAFE Small-Cap ETF | 2.55% | 64.45 | 1.88% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 1.00% |
| Actual Management Fee | 0.02% |
| Administration Fee | 5.02K% |
| Maximum Front Load | -- |
| Maximum Deferred Load | 1.00% |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 1000.00 None |
| Minimum Subsequent Investment | 50.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide for retirement outcomes based on quantitatively measured risk. In pursuit of this objective, the Fund will be broadly diversified across global asset classes, with asset allocations becoming more conservative over time. The Fund intends to invest in affiliated open-end funds and affiliated ETFs. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2050 |
| Peer Group | Mixed-Asset Target 2050 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | BlackRock |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
| Bond | |
| Yield to Maturity | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
Growth Metrics
| EPS Growth (1Y) | 1.39% |
| EPS Growth (3Y) | 2.34% |
| EPS Growth (5Y) | 1.20% |
| Sales Growth (1Y) | 1.14% |
| Sales Growth (3Y) | 1.88% |
| Sales Growth (5Y) | 1.40% |
| Sales per Share Growth (1Y) | 1.08% |
| Sales per Share Growth (3Y) | 1.70% |
| Operating Cash Flow - Growth Ratge (3Y) | 2.06% |
As of September 30, 2024
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:LPCPX", "name") |
| Broad Asset Class: =YCI("M:LPCPX", "broad_asset_class") |
| Broad Category: =YCI("M:LPCPX", "broad_category_group") |
| Prospectus Objective: =YCI("M:LPCPX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |