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BlackRock LifePath® Dynamic 2060 Ins LPDIX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 14.34  /  +0.07 %
  • Total Assets 48.5 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.35%
  • Turnover 3%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0

Morningstar’s Analysis LPDIX

Will LPDIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings LPDIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 87.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

57.81 26.7 Mil

Mip International Tilts Master Portfolio

14.92 6.9 Mil

BlackRock Cash Funds Treasury SL Agency

12.32 5.7 Mil
Cash and Equivalents

iShares Developed Real Estate Idx K

3.07 1.4 Mil

BlackRock Tactical Opportunities K

2.66 1.2 Mil

iShares MSCI Canada ETF

2.43 1.1 Mil

BlackRock Advantage Emerging Mkts K

2.28 1.1 Mil

Us Ultra T-Bond Jun 24

2.21 1.0 Mil
Government

iShares MSCI EAFE Small-Cap ETF

1.20 554,374

EUR/USD Purchased

1.06 488,670
Derivative