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Morningstar

BlackRock LifePath® Dyn 2045 K LPHKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 18.75  /  +1.19 %
  • Total Assets 187.6 Mil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.92%
  • Turnover 2%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0

Morningstar’s Analysis LPHKX

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

  • People Pillar

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

BlackRock LifePath Dynamic Target-Date Series Adds a Portfolio Manager, Ratings Unchanged

null Ben Sater

Ben Sater

Analyst Note

On April 29, 2024, BlackRock added Michael Pensky as a portfolio manager of its LifePath Dynamic target-date mutual fund series, joining existing managers Phil Green and Chris Chung. Pensky, who is part of the firm’s global tactical asset allocation team, has been a principal contributor to the series since it was revamped in November 2016. Based out of San Francisco, he works closely with BlackRock’s systematic active equity and bond teams, which manage portions of the series’ underlying strategies.

by Ben Sater
Published on

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Portfolio Holdings LPHKX

More LPHKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

51.23 97.3 Mil
—

BlackRock Cash Funds Treasury SL Agency

18.70 35.5 Mil
Cash and Equivalents

Mip International Tilts Master Portfolio

10.94 20.8 Mil
—

iShares Developed Real Estate Idx K

3.31 6.3 Mil
—

BlackRock Tactical Opportunities K

3.19 6.1 Mil
—

AUD/USD Purchased

3.00 5.7 Mil
Derivative

iShares MSCI EAFE Small-Cap ETF

2.72 5.2 Mil
—

iShares TIPS Bond ETF

2.63 5.0 Mil
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

2.60 4.9 Mil
—

BlackRock Advantage Emerging Mkts K

2.17 4.1 Mil
—