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BlackRock LifePath® Dyn 2025 Investor C LPBCX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 13.28  /  0.00
  • Total Assets 128.0 Mil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.58%
  • Turnover 49%

USD | NAV as of Jun 11, 2024 | 1-Day Return as of Jun 11, 2024, 10:14 PM GMT+0

Morningstar’s Analysis LPBCX

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BlackRock LifePath Dynamic Target-Date Series Adds a Portfolio Manager, Ratings Unchanged

null Ben Sater

Ben Sater

Analyst Note

On April 29, 2024, BlackRock added Michael Pensky as a portfolio manager of its LifePath Dynamic target-date mutual fund series, joining existing managers Phil Green and Chris Chung. Pensky, who is part of the firm’s global tactical asset allocation team, has been a principal contributor to the series since it was revamped in November 2016. Based out of San Francisco, he works closely with BlackRock’s systematic active equity and bond teams, which manage portions of the series’ underlying strategies.

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Portfolio Holdings LPBCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 93.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

35.46 41.6 Mil

Mip Active Stock Master

25.69 30.2 Mil

BlackRock Cash Funds Treasury SL Agency

19.08 22.4 Mil
Cash and Equivalents

Us 5Yr Note Jun 24

9.64 11.3 Mil
Government

iShares TIPS Bond ETF

7.96 9.3 Mil

Mip International Tilts Master Portfolio

4.85 5.7 Mil

BlackRock Tactical Opportunities K

3.94 4.6 Mil

AUD/USD Purchased

3.11 3.6 Mil
Derivative

EUR/USD Purchased

2.06 2.4 Mil
Derivative

iShares MSCI EAFE Small-Cap ETF

1.73 2.0 Mil