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BlackRock LifePath® Dyn 2040 K LPSFX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 17.93  /  +0.79 %
  • Total Assets 340.8 Mil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.38%
  • Turnover 11%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:08 AM GMT+0

Morningstar’s Analysis LPSFX

Will LPSFX outperform in future?

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

A topnotch team helms this well-engineered target-date series.

Analyst Ben Sater

Ben Sater

Analyst

Summary

The BlackRock LifePath Dynamic target-date series touts an impressively designed glide path complete with numerous underlying components that are carefully configured by a topnotch management team.

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Portfolio Holdings LPSFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 85.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

46.03 153.2 Mil

BlackRock Cash Funds Treasury SL Agency

11.64 38.7 Mil
Cash and Equivalents

Mip International Tilts Master Portfolio

11.30 37.6 Mil

BlackRock Diversified Fixed Income

6.88 22.9 Mil

iShares TIPS Bond ETF

4.27 14.2 Mil

BlackRock Tactical Opportunities K

4.12 13.7 Mil

iShares iBoxx $ Invmt Grade Corp Bd ETF

3.83 12.7 Mil

iShares MSCI EAFE Small-Cap ETF

3.70 12.3 Mil

BlackRock Advantage Emerging Mkts K

3.57 11.9 Mil

iShares Developed Real Estate Idx K

2.66 8.8 Mil