Morningstar

BlackRock LifePath® Dynamic 2040 Fund Investor C Shares LPCKX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $19.58  /  −0.31 %
  • Fund Size $563.1M
  • Adjusted Expense Ratio 1.590%
  • Net Expense Ratio 1.470%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.65%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis LPCKX

Will LPCKX outperform in the 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.

A pensive approach to a greener retirement.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

The BlackRock LifePath Dynamic target-date series stands out for its excellent team and innovative design.

by Elizabeth Foos
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Portfolio Holdings LPCKX

More LPCKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

39.92 230M
—

Mip International Tilts Master Portfolio

15.79 91M
—

BlackRock Diversified Fixed Income

15.33 88M
—

JPY/USD Purchased

8.21 47M
Derivative

iShares Core MSCI Emerging Markets ETF

7.84 45M
—

BlackRock Tactical Opportunities K

5.29 30M
—

iShares Broad USD Invm Grd Corp Bd ETF

4.52 26M
—

AUD/USD Purchased

3.04 17M
Derivative

BlackRock Real Estate Securities Instl

2.48 14M
—

iShares MSCI EAFE Small-Cap ETF

2.40 14M
—

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