The BlackRock LifePath Dynamic target-date series features a standout management roster highlighted by a veteran tactical allocation manager and a deeply resourced and forward-thinking asset-allocation team. The series' lineup consists of a strong cast of underlying active equity and bond managers, which also contribute to its People rating upgrade to High from Above Average. As a result, the series' cheapest share class' Morningstar Analyst Rating has been upgraded to Silver from Bronze, and its second-cheapest share class moves to Bronze from Neutral. High fees keep the remaining share classes at Neutral.
Will LPJIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LPJIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LPJIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LPJIX’s parent organization’s priorities and whether they’re in line with investors’ interests.