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BlackRock LifePath® Dyn 2035 Investor C LPJCX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.54  /  −0.19 %
  • Total Assets 223.8 Mil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.07%
  • Turnover 19%

USD | NAV as of Jun 15, 2024 | 1-Day Return as of Jun 15, 2024, 12:25 AM GMT+0

Morningstar’s Analysis LPJCX

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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.

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Portfolio Holdings LPJCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 83.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

39.48 80.4 Mil

BlackRock Cash Funds Treasury SL Agency

19.95 40.6 Mil
Cash and Equivalents

BlackRock Diversified Fixed Income

14.44 29.4 Mil

Mip International Tilts Master Portfolio

8.25 16.8 Mil

iShares TIPS Bond ETF

6.09 12.4 Mil

BlackRock Tactical Opportunities K

3.49 7.1 Mil

AUD/USD Purchased

2.90 5.9 Mil
Derivative

iShares MSCI EAFE Small-Cap ETF

2.70 5.5 Mil

BlackRock Advantage Emerging Mkts K

2.64 5.4 Mil

iShares Developed Real Estate Idx K

2.23 4.5 Mil