Advertisement
Skip to Content
Morningstar

BlackRock LifePath® Dyn 2045 R LPHRX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.41  /  1.45 %
  • Total Assets 103.7 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.92%
  • Turnover 16%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 11:56 PM GMT+0

Morningstar’s Analysis LPHRX

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

People Pillar

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

Don't look any further.

Director Jason Kephart

Jason Kephart

Director

Summary

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.

by Jason Kephart
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LPHRX

More LPHRX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 4
  • Other Holdings 62
  • % Assets in Top 10 Holdings 89.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diversified Equity

51.38
53,072,973
—

Mip International Tilts Master Portfolio

15.26
15,757,989
—

BlackRock Cash Funds Treasury SL Agency

8.44
8,712,769
Cash and Equivalents

iShares MSCI EAFE Small-Cap ETF

4.94
5,101,921
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

4.90
5,064,365
—

iShares Developed Real Estate Idx K

4.38
4,525,059
—

BlackRock Tactical Opportunities K

4.32
4,463,017
—

BlackRock Advantage Emerging Mkts K

3.53
3,646,733
—

iShares TIPS Bond ETF

2.34
2,417,900
—

Us Ultra T-Bond Jun 23

2.33
2,407,094
Government