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Morningstar

BlackRock LifePath® Dyn 2040 Investor C LPCKX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 15.31  /  1.12 %
  • Total Assets 249.5 Mil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.590%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.98%
  • Turnover 6%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:47 AM GMT+00:00

Morningstar’s Analysis LPCKX

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

People Pillar

The People Pillar is our evaluation of the LPCKX 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 LPCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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Director

Summary

| by Jason Kephart

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.

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