Morningstar

BlackRock LifePath® Dynamic 2030 Fund Investor C Shares LPCNX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $14.75  /  −0.27 %
  • Fund Size $496.0M
  • Adjusted Expense Ratio 1.590%
  • Net Expense Ratio 1.480%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.86%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis LPCNX

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

  • People Pillar

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

More LPCNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

32.23 160M
—

BlackRock Diversified Fixed Income

30.01 149M
—

Mip International Tilts Master Portfolio

10.88 54M
—

iShares 0-5 Year TIPS Bond ETF

8.49 42M
—

JPY/USD Purchased

8.05 40M
Derivative

BlackRock Tactical Opportunities K

5.26 26M
—

BlackRock Cash Funds Treasury SL Agency

3.39 17M
Cash and Equivalents

AUD/USD Purchased

3.03 15M
Derivative

iShares US Securitized Bond Index

2.36 12M
—

CAD/USD Purchased

1.90 9M
Derivative

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