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Morningstar

BlackRock LifePath® Dyn 2040 K LPSFX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 17.27  /  −1.54 %
  • Total Assets 329.0 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 3.02%
  • Turnover 11%

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 12:13 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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the LPSFX 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 LPSFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Ben Sater
Published on

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Portfolio Holdings LPSFX

More LPSFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

46.13 158.7 Mil
—

BlackRock Cash Funds Treasury SL Agency

12.75 43.9 Mil
Cash and Equivalents

Mip International Tilts Master Portfolio

11.30 38.9 Mil
—

BlackRock Diversified Fixed Income

6.71 23.1 Mil
—

iShares TIPS Bond ETF

4.46 15.3 Mil
—

BlackRock Tactical Opportunities K

4.04 13.9 Mil
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

3.74 12.9 Mil
—

iShares MSCI EAFE Small-Cap ETF

3.70 12.7 Mil
—

BlackRock Advantage Emerging Mkts K

3.54 12.2 Mil
—

AUD/USD Purchased

2.84 9.8 Mil
Derivative