Advertisement
Skip to Content
Morningstar

BlackRock LifePath® Dyn 2045 Investor A LPHAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 15.28  /  0.79 %
  • Total Assets 97.2 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.39%
  • Turnover 26%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:13 AM GMT+00:00

Morningstar’s Analysis LPHAX

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

People Pillar

The People Pillar is our evaluation of the LPHAX 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 LPHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Don't look any further.

Director

Summary

| by Jason Kephart

The BlackRock LifePath Dynamic target-date series benefits from a veteran management team and a careful approach to taking thoughtful risks. It continues to earn a Morningstar Analyst Rating of Silver for its cheapest share classes. The more expensive shares earn Bronze or Neutral ratings.

Unlock our full analysis with Morningstar Investor