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Morningstar

BlackRock LifePath® Dyn 2025 Investor A LPBAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.97  /  −0.15 %
  • Total Assets 119.6 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.08%
  • Turnover 49%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 11:53 PM GMT+0

Morningstar’s Analysis LPBAX

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

  • People Pillar

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

More LPBAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

34.50 42.1 Mil
—

Diversified Equity

24.92 30.4 Mil
—

BlackRock Cash Funds Treasury SL Agency

17.60 21.5 Mil
Cash and Equivalents

Us 5Yr Note Jun 24

9.46 11.6 Mil
Government

iShares TIPS Bond ETF

7.73 9.4 Mil
—

Intl Tilts Master

4.65 5.7 Mil
—

BlackRock Tactical Opportunities K

3.74 4.6 Mil
—

iShares MSCI EAFE Small-Cap ETF

1.66 2.0 Mil
—

BlackRock Advantage Emerging Mkts K

1.56 1.9 Mil
—

EUR/USD Purchased

1.53 1.9 Mil
Derivative