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Morningstar

BlackRock LifePath® Dyn 2045 Instl LPHIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 15.35  /  0.79 %
  • Total Assets 98.0 Mil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.590%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.50%
  • Turnover 26%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LPHIX

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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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.

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