Morningstar

BlackRock LifePath® Dynamic 2060 Fund Investor A Shares LPDAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $18.80  /  −0.42 %
  • Fund Size $174.4M
  • Adjusted Expense Ratio 0.840%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2060
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis LPDAX

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

  • People Pillar

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

More LPDAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

50.23 89M
—

Mip International Tilts Master Portfolio

14.95 27M
—

BlackRock Cash Funds Treasury SL Agency

9.14 16M
Cash and Equivalents

JPY/USD Purchased

8.01 14M
Derivative

iShares Russell 1000 ETF

7.12 13M
—

BlackRock Tactical Opportunities K

5.36 9M
—

iShares Core MSCI Intl Dev Mkts ETF

5.15 9M
—

AUD/USD Purchased

2.92 5M
Derivative

iShares MSCI EAFE Small-Cap ETF

2.57 5M
—

iShares MSCI Canada ETF

2.36 4M
—

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