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 2050 K LPSGX
- NAV / 1-Day Return 22.67 / −0.35 %
- Total Assets 208.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.340%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.65%
- Turnover 7%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:25 AM GMT+0
Morningstar’s Analysis LPSGX
Will LPSGX 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 88.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Mip Active Stock Master | 55.82 | 118.9 Mil | — |
Mip International Tilts Master Portfolio | 12.52 | 26.7 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 12.40 | 26.4 Mil | Cash and Equivalents |
BlackRock Tactical Opportunities K | 3.85 | 8.2 Mil | — |
iShares MSCI EAFE Small-Cap ETF | 3.84 | 8.2 Mil | — |
BlackRock Advantage Emerging Mkts K | 3.77 | 8.0 Mil | — |
iShares Developed Real Estate Idx K | 3.38 | 7.2 Mil | — |
AUD/USD Purchased | 2.80 | 6.0 Mil | Derivative |
CAD/USD Purchased | 2.23 | 4.8 Mil | Derivative |
iShares iBoxx $ Invmt Grade Corp Bd ETF | 1.96 | 4.2 Mil | — |