Morningstar

BlackRock LifePath® Dynamic 2050 Fund Class K Shares LPSGX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $28.44  /  −0.42 %
  • Fund Size $424.3M
  • Adjusted Expense Ratio 0.340%
  • Net Expense Ratio 0.250%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2050
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.95%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis LPSGX

Will LPSGX outperform in the 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 LPSGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A pensive approach to a greener retirement.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

The BlackRock LifePath Dynamic target-date series stands out for its excellent team and innovative design.

by Elizabeth Foos
Rated on Published on

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Portfolio Holdings LPSGX

More LPSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

50.39 218M
—

Mip International Tilts Master Portfolio

14.75 64M
—

JPY/USD Purchased

7.94 34M
Derivative

BlackRock Cash Funds Treasury SL Agency

7.48 32M
Cash and Equivalents

BlackRock Tactical Opportunities K

5.40 23M
—

iShares Core MSCI Intl Dev Mkts ETF

3.54 15M
—

iShares US Long Credit Bond Index

3.48 15M
—

iShares Russell 1000 ETF

3.43 15M
—

AUD/USD Purchased

2.85 12M
Derivative

iShares MSCI EAFE Small-Cap ETF

2.42 10M
—

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