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.
BlackRock LifePath® Dynamic 2060 Ins LPDIX
- NAV / 1-Day Return 14.34 / +0.07 %
- Total Assets 48.5 Mil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 |