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.
BlackRock LifePath® Dyn 2035 Investor C LPJCX
- NAV / 1-Day Return 15.62 / +1.03 %
- Total Assets 224.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.590%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.44%
- Turnover 19%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0
Morningstar’s Analysis LPJCX
Will LPJCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 80.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Mip Active Stock Master | 38.87 | 87.3 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 20.53 | 46.1 Mil | Cash and Equivalents |
BlackRock Diversified Fixed Income | 13.40 | 30.1 Mil | — |
Mip International Tilts Master Portfolio | 7.83 | 17.6 Mil | — |
iShares TIPS Bond ETF | 5.84 | 13.1 Mil | — |
BlackRock Tactical Opportunities K | 3.19 | 7.2 Mil | — |
AUD/USD Purchased | 3.03 | 6.8 Mil | Derivative |
Us Long Bond Sep 24 | 2.52 | 5.7 Mil | Government |
BlackRock Advantage Emerging Mkts K | 2.49 | 5.6 Mil | — |
iShares MSCI EAFE Small-Cap ETF | 2.47 | 5.5 Mil | — |