On April 29, 2024, BlackRock added Michael Pensky as a portfolio manager of its LifePath Dynamic target-date mutual fund series, joining existing managers Phil Green and Chris Chung. Pensky, who is part of the firm’s global tactical asset allocation team, has been a principal contributor to the series since it was revamped in November 2016. Based out of San Francisco, he works closely with BlackRock’s systematic active equity and bond teams, which manage portions of the series’ underlying strategies.
BlackRock LifePath® Dyn 2025 Investor C LPBCX
- NAV / 1-Day Return 13.07 / +0.77 %
- Total Assets 119.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.590%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.66%
- Turnover 49%
USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:09 AM GMT+0
Morningstar’s Analysis LPBCX
Will LPBCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 87.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BlackRock Diversified Fixed Income | 34.00 | 42.5 Mil | — |
Diversified Equity | 25.23 | 31.5 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 18.97 | 23.7 Mil | Cash and Equivalents |
Us 5Yr Note Jun 24 | 9.25 | 11.6 Mil | Government |
iShares TIPS Bond ETF | 7.61 | 9.5 Mil | — |
Intl Tilts Master | 4.70 | 5.9 Mil | — |
BlackRock Tactical Opportunities K | 3.71 | 4.6 Mil | — |
AUD/USD Purchased | 2.94 | 3.7 Mil | Derivative |
EUR/USD Purchased | 1.96 | 2.4 Mil | Derivative |
iShares MSCI EAFE Small-Cap ETF | 1.68 | 2.1 Mil | — |