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Morningstar

BlackRock LifePath® Dyn 2035 Instl LPJIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.39  /  +0.92 %
  • Total Assets 208.9 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.73%
  • Turnover 19%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:53 PM GMT+0

Morningstar’s Analysis LPJIX

Will LPJIX 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 LPJIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LPJIX 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 LPJIX’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 LPJIX

More LPJIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 82.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

39.57 84.1 Mil
—

BlackRock Cash Funds Treasury SL Agency

17.85 37.9 Mil
Cash and Equivalents

BlackRock Diversified Fixed Income

14.14 30.0 Mil
—

Mip International Tilts Master Portfolio

8.16 17.3 Mil
—

iShares TIPS Bond ETF

5.71 12.1 Mil
—

BlackRock Tactical Opportunities K

3.36 7.1 Mil
—

AUD/USD Purchased

2.79 5.9 Mil
Derivative

iShares MSCI EAFE Small-Cap ETF

2.68 5.7 Mil
—

BlackRock Advantage Emerging Mkts K

2.54 5.4 Mil
—

iShares Developed Real Estate Idx K

2.27 4.8 Mil
—