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Morningstar

BlackRock LifePath® Dyn 2025 R LPBRX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 13.05  /  +0.69 %
  • Total Assets 120.4 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 2.98%
  • Turnover 49%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:53 PM GMT+0

Morningstar’s Analysis LPBRX

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

  • People Pillar

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

More LPBRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

34.00 42.5 Mil
—

Diversified Equity

25.23 31.5 Mil
—

BlackRock Cash Funds Treasury SL Agency

18.97 23.7 Mil
Cash and Equivalents

Us 5Yr Note Jun 24

9.25 11.6 Mil
Government

iShares TIPS Bond ETF

7.61 9.5 Mil
—

Intl Tilts Master

4.70 5.9 Mil
—

BlackRock Tactical Opportunities K

3.71 4.6 Mil
—

AUD/USD Purchased

2.94 3.7 Mil
Derivative

EUR/USD Purchased

1.96 2.4 Mil
Derivative

iShares MSCI EAFE Small-Cap ETF

1.68 2.1 Mil
—