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Morningstar

BlackRock LifePath® Dyn 2040 R LPRKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.64  /  0.00
  • Total Assets 245.7 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.52%
  • Turnover 13%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:14 PM GMT+0

Morningstar’s Analysis LPRKX

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

People Pillar

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

More LPRKX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 4
  • Other Holdings 59
  • % Assets in Top 10 Holdings 92.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diversified Equity

47.32
117,906,829
—

Mip International Tilts Master Portfolio

15.19
37,842,035
—

BlackRock Diversified Fixed Income

6.52
16,235,670
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

5.22
12,996,474
—

iShares MSCI EAFE Small-Cap ETF

4.91
12,236,445
—

BlackRock Tactical Opportunities K

4.68
11,665,352
—

BlackRock Advantage Emerging Mkts K

4.47
11,128,506
—

iShares TIPS Bond ETF

4.06
10,126,974
—

BlackRock Cash Funds Treasury SL Agency

3.75
9,334,006
Cash and Equivalents

iShares Developed Real Estate Idx K

3.74
9,325,942
—