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Morningstar

BlackRock LifePath® Dyn 2035 Investor C LPJCX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 14.86  /  −0.87 %
  • Total Assets 209.4 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 2.08%
  • Turnover 19%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LPJCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A topnotch team helms this well-engineered target-date series.

Analyst Ben Sater

Ben Sater

Analyst

Summary

The BlackRock LifePath Dynamic target-date series touts an impressively designed glide path complete with numerous underlying components that are carefully configured by a topnotch management team.

by Ben Sater
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LPJCX

More LPJCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 82.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

39.47 81.1 Mil
—

BlackRock Cash Funds Treasury SL Agency

18.25 37.5 Mil
Cash and Equivalents

BlackRock Diversified Fixed Income

14.49 29.8 Mil
—

Mip International Tilts Master Portfolio

8.16 16.8 Mil
—

iShares TIPS Bond ETF

5.87 12.1 Mil
—

BlackRock Tactical Opportunities K

3.42 7.0 Mil
—

iShares MSCI EAFE Small-Cap ETF

2.68 5.5 Mil
—

BlackRock Advantage Emerging Mkts K

2.56 5.3 Mil
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

2.15 4.4 Mil
—

iShares Developed Real Estate Idx K

2.02 4.1 Mil
—