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 2035 K LPJKX
- NAV / 1-Day Return 15.65 / −0.19 %
- Total Assets 208.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.340%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.85%
- Turnover 19%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:05 AM GMT+0
Morningstar’s Analysis LPJKX
Will LPJKX 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 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 | — |