The BlackRock LifePath Dynamic target-date series is led by a best-in-class management team that deploys a more risk-aware approach to portfolio construction than many peers. The series is also populated by a solid mix of well-regraded active managers and low-cost index funds in more efficient asset classes. It continues to earn a Morningstar Analyst Rating of Silver for its cheapest share class. The more-expensive share classes earn Bronze or Neutral ratings.
Will LPBIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LPBIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LPBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LPBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.