Morningstar

BlackRock LifePath® Dynamic Retirement Fund Investor C Shares LPCRX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $9.95  /  0.00
  • Fund Size $460.7M
  • Adjusted Expense Ratio 1.590%
  • Net Expense Ratio 1.470%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Target-Date Retirement
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.07%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis LPCRX

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

  • People Pillar

    The People Pillar is our evaluation of the LPCRX 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 LPCRX’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
Rated on Published on

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Portfolio Holdings LPCRX

More LPCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

39.90 184M
—

Mip Active Stock Master

24.68 114M
—

iShares 0-5 Year TIPS Bond ETF

9.64 44M
—

JPY/USD Purchased

8.04 37M
Derivative

BlackRock Cash Funds Treasury SL Agency

7.47 34M
Cash and Equivalents

Intl Tilts Master

7.36 34M
—

BlackRock Tactical Opportunities K

5.18 24M
—

AUD/USD Purchased

2.99 14M
Derivative

CAD/USD Purchased

2.00 9M
Derivative

iShares Global Infrastructure ETF

1.97 9M
—

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