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BlackRock LifePath® Dyn 2025 R LPBRX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 13.09  /  +0.15 %
  • Total Assets 122.3 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.37%
  • Turnover 15%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 12:14 AM GMT+0

Morningstar’s Analysis LPBRX

Will LPBRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings LPBRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 91.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

32.83 33.5 Mil

Diversified Equity

23.96 24.5 Mil

BlackRock Cash Funds Treasury SL Agency

18.88 19.3 Mil
Cash and Equivalents

Us 5Yr Note Mar 24

8.82 9.0 Mil
Government

iShares TIPS Bond ETF

8.09 8.3 Mil

Intl Tilts Master

5.40 5.5 Mil

BlackRock Tactical Opportunities K

4.38 4.5 Mil

Us Long Bond Mar 24

2.64 2.7 Mil
Government

iShares MSCI EAFE Small-Cap ETF

1.96 2.0 Mil

EUR/USD Purchased

1.84 1.9 Mil
Derivative