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Morningstar

BlackRock LifePath® Dyn 2035 Instl LPJIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 13.55  /  1.24 %
  • Total Assets 130.4 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.64%
  • Turnover 14%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 12:02 AM GMT+0

Morningstar’s Analysis LPJIX

Will LPJIX 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 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.

Don't look any further.

Director Jason Kephart

Jason Kephart

Director

Summary

The BlackRock LifePath Dynamic target-date series benefits from a veteran management team and a careful approach to taking thoughtful risks. It continues to earn a Morningstar Analyst Rating of Silver for its cheapest share classes. The more expensive shares earn Bronze or Neutral ratings.

by Jason Kephart
Rated on Published on

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Portfolio Holdings LPJIX

More LPJIX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 3
  • Other Holdings 58
  • % Assets in Top 10 Holdings 85.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

40.14
53,369,766
—

BlackRock Diversified Fixed Income

14.74
19,600,841
—

Mip International Tilts Master Portfolio

10.14
13,479,544
—

BlackRock Cash Funds Treasury SL Agency

9.93
13,200,921
Cash and Equivalents

iShares TIPS Bond ETF

5.62
7,475,389
—

BlackRock Tactical Opportunities K

5.02
6,677,704
—

iShares MSCI EAFE Small-Cap ETF

4.01
5,327,088
—

BlackRock Advantage Emerging Mkts K

3.77
5,009,824
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

3.28
4,358,505
—

Us Ultra T-Bond Dec 23

2.63
3,494,812
Government