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Morningstar

BlackRock LifePath® Dyn 2025 Instl LPBIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.80  /  0.08 %
  • Total Assets 94.7 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.90%
  • Turnover 15%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 12:46 AM GMT+0

Morningstar’s Analysis LPBIX

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

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of LPBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Don't look any further.

Director Jason Kephart

Jason Kephart

Director

Summary

The BlackRock LifePath Dynamic target-date series benefits from a veteran management team and a careful approach to taking thoughtful risks. It continues to earn a Morningstar Analyst Rating of Silver for its cheapest share classes. The more expensive shares earn Bronze or Neutral ratings.

by Jason Kephart
Rated on Published on

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Portfolio Holdings LPBIX

More LPBIX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 3
  • Other Holdings 53
  • % Assets in Top 10 Holdings 93.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

35.97
30,864,162
—

Mip Active Stock Master

24.37
20,905,947
—

BlackRock Cash Funds Treasury SL Agency

14.35
12,308,273
Cash and Equivalents

iShares TIPS Bond ETF

7.88
6,758,175
—

Us 5Yr Note Dec 23

6.45
5,535,602
Government

Mip International Tilts Master Portfolio

5.69
4,881,749
—

BlackRock Tactical Opportunities K

5.12
4,392,644
—

Us Long Bond Dec 23

2.67
2,287,688
Government

iShares MSCI EAFE Small-Cap ETF

2.08
1,786,062
—

BlackRock Advantage Emerging Mkts K

2.00
1,713,562
—