The BlackRock LifePath Dynamic target-date series is led by a best-in-class management team that deploys a more risk-aware approach to portfolio construction than many peers. The series is also populated by a solid mix of well-regraded active managers and low-cost index funds in more efficient asset classes. It continues to earn a Morningstar Analyst Rating of Silver for its cheapest share class. The more-expensive share classes earn Bronze or Neutral ratings.
BlackRock LifePath® Dyn 2045 Instl LPHIX
NAV / 1-Day Return
16.52
/
0.42
%
Total Assets
110.0 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.650%
Expense Ratio
0.650%
Fee Level
High
Longest Manager Tenure
5.22
years
Category
Target-Date 2045
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
6.12%
Turnover
26%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LPHIX 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 LPHIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LPHIX 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 LPHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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