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Morningstar

BlackRock LifePath® Dyn 2050 Investor A LPRFX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 20.69  /  0.24 %
  • Total Assets 153.2 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.02%
  • Turnover 16%

USD | NAV as of Dec 07, 2023 | 1-Day Return as of Dec 07, 2023, 12:36 AM GMT+0

Morningstar’s Analysis LPRFX

Will LPRFX 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 LPRFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LPRFX 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 LPRFX’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 LPRFX

More LPRFX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2
  • Other Holdings 49
  • % Assets in Top 10 Holdings 94.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

55.90
77,981,964
—

Mip International Tilts Master Portfolio

14.00
19,530,465
—

BlackRock Cash Funds Treasury SL Agency

6.64
9,263,122
Cash and Equivalents

BlackRock Tactical Opportunities K

5.57
7,774,985
—

BlackRock Advantage Emerging Mkts K

5.04
7,037,321
—

iShares MSCI EAFE Small-Cap ETF

4.98
6,947,086
—

iShares Developed Real Estate Idx K

3.42
4,766,630
—

CAD/USD Purchased

2.48
3,454,370
Derivative

iShares iBoxx $ Invmt Grade Corp Bd ETF

2.12
2,955,564
—

EUR/USD Purchased

1.96
2,734,044
Derivative