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BlackRock LifePath® Dyn Retirement K LPSAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
12.09  /  0.17 %
Total Assets
322.5 Mil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Average
Longest Manager Tenure
4.63 years
Category
Target-Date Retirement
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.11%
Turnover
43%

USD | NAV as of Jun 23, 2021 | 1-Day Return as of Jun 23, 2021, 10:53 PM GMT+00:00

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Morningstar’s Analysis

Will LPSAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LPSAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the LPSAX 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

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

BlackRock's best thinking for target-date investing.

Senior Analyst

Summary

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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.

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