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Morningstar

BlackRock LifePath® Dyn 2045 Investor A LPHAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 17.30  /  −0.97 %
  • Total Assets 175.1 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.20%
  • Turnover 2%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:12 AM GMT+0

Morningstar’s Analysis LPHAX

Will LPHAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LPHAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LPHAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LPHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A topnotch team helms this well-engineered target-date series.

Analyst Ben Sater

Ben Sater

Analyst

Summary

The BlackRock LifePath Dynamic target-date series touts an impressively designed glide path complete with numerous underlying components that are carefully configured by a topnotch management team.

by Ben Sater
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LPHAX

More LPHAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

52.08 90.4 Mil
—

BlackRock Cash Funds Treasury SL Agency

16.79 29.1 Mil
Cash and Equivalents

Mip International Tilts Master Portfolio

11.42 19.8 Mil
—

BlackRock Tactical Opportunities K

3.43 6.0 Mil
—

iShares Developed Real Estate Idx K

3.35 5.8 Mil
—

iShares MSCI EAFE Small-Cap ETF

2.96 5.1 Mil
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

2.86 5.0 Mil
—

iShares TIPS Bond ETF

2.57 4.5 Mil
—

BlackRock Advantage Emerging Mkts K

2.24 3.9 Mil
—

CAD/USD Purchased

1.55 2.7 Mil
Derivative