Morningstar

BlackRock LifePath® Dynamic 2035 Fund Institutional Shares LPJIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $18.66  /  0.00
  • Fund Size $433.8M
  • Adjusted Expense Ratio 0.590%
  • Net Expense Ratio 0.480%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2035
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.12%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis LPJIX

Will LPJIX outperform in the 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 LPJIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of LPJIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A pensive approach to a greener retirement.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

The BlackRock LifePath Dynamic target-date series stands out for its excellent team and innovative design.

by Elizabeth Foos
Rated on Published on

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Portfolio Holdings LPJIX

More LPJIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

39.26 171M
—

BlackRock Diversified Fixed Income

21.35 93M
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Mip International Tilts Master Portfolio

13.36 58M
—

JPY/USD Purchased

8.09 35M
Derivative

iShares Core MSCI Emerging Markets ETF

6.76 29M
—

BlackRock Tactical Opportunities K

5.15 22M
—

iShares Broad USD Invm Grd Corp Bd ETF

5.02 22M
—

AUD/USD Purchased

3.10 13M
Derivative

iShares MSCI EAFE Small-Cap ETF

2.26 10M
—

CAD/USD Purchased

2.02 9M
Derivative

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