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Morningstar

BlackRock LifePath® Dyn Retirement Inv C LPCRX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.26  /  +0.11 %
  • Total Assets 234.0 Mil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.57%
  • Turnover 53%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis LPCRX

Will LPCRX 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 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 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 LPCRX

More LPCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

42.62 99.6 Mil
—

Mip Active Stock Master

22.89 53.5 Mil
—

BlackRock Cash Funds Treasury SL Agency

8.66 20.2 Mil
Cash and Equivalents

iShares TIPS Bond ETF

7.87 18.4 Mil
—

BlackRock Tactical Opportunities K

4.91 11.5 Mil
—

Intl Tilts Master

4.54 10.6 Mil
—

Us 10Yr Note Jun 24

2.60 6.1 Mil
Government

iShares MSCI EAFE Small-Cap ETF

2.34 5.5 Mil
—

BlackRock Advantage Emerging Mkts K

2.31 5.4 Mil
—

Us 5Yr Note Jun 24

1.88 4.4 Mil
Government