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BlackRock LifePath® Dyn 2040 K LPSFX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 18.27  /  −0.16 %
  • Total Assets 351.8 Mil
  • Adj. Expense Ratio
  • 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 3.01%
  • Turnover 11%

USD | NAV as of Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:35 AM GMT+0

Morningstar’s Analysis LPSFX

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BlackRock LifePath Dynamic Target-Date Series Adds a Portfolio Manager, Ratings Unchanged

null Ben Sater

Ben Sater

Analyst Note

On April 29, 2024, BlackRock added Michael Pensky as a portfolio manager of its LifePath Dynamic target-date mutual fund series, joining existing managers Phil Green and Chris Chung. Pensky, who is part of the firm’s global tactical asset allocation team, has been a principal contributor to the series since it was revamped in November 2016. Based out of San Francisco, he works closely with BlackRock’s systematic active equity and bond teams, which manage portions of the series’ underlying strategies.

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Portfolio Holdings LPSFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 89.4
Top 10 Holdings
% Portfolio Weight
Market Value USD

Mip Active Stock Master

46.64 151.7 Mil

BlackRock Cash Funds Treasury SL Agency

12.26 39.9 Mil
Cash and Equivalents

Mip International Tilts Master Portfolio

11.57 37.6 Mil

BlackRock Diversified Fixed Income

6.95 22.6 Mil

iShares TIPS Bond ETF

4.63 15.1 Mil

BlackRock Tactical Opportunities K

4.26 13.9 Mil

iShares iBoxx $ Invmt Grade Corp Bd ETF

3.81 12.4 Mil

iShares MSCI EAFE Small-Cap ETF

3.78 12.3 Mil

BlackRock Advantage Emerging Mkts K

3.72 12.1 Mil

AUD/USD Purchased

2.98 9.7 Mil