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.
BlackRock LifePath® Dyn Retirement K LPSAX
- NAV / 1-Day Return 9.47 / −0.21 %
- Total Assets 234.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.340%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.42%
- Turnover 53%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 11:53 PM GMT+0
Morningstar’s Analysis LPSAX
Will LPSAX 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 90.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BlackRock Diversified Fixed Income | 42.62 | 99.6 Mil | — |
Mip Active Stock Master | 22.89 | 53.5 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 8.66 | 20.2 Mil | Cash and Equivalents |
iShares TIPS Bond ETF | 7.87 | 18.4 Mil | — |
BlackRock Tactical Opportunities K | 4.91 | 11.5 Mil | — |
Intl Tilts Master | 4.54 | 10.6 Mil | — |
Us 10Yr Note Jun 24 | 2.60 | 6.1 Mil | Government |
iShares MSCI EAFE Small-Cap ETF | 2.34 | 5.5 Mil | — |
BlackRock Advantage Emerging Mkts K | 2.31 | 5.4 Mil | — |
Us 5Yr Note Jun 24 | 1.88 | 4.4 Mil | Government |