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Morningstar

BlackRock LifePath® Dyn 2050 K LPSGX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 19.95  /  0.71 %
  • Total Assets 141.6 Mil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.90%
  • Turnover 16%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 12:08 AM GMT+0

Morningstar’s Analysis LPSGX

Will LPSGX 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 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.

Don't look any further.

Director Jason Kephart

Jason Kephart

Director

Summary

The BlackRock LifePath Dynamic target-date series benefits from a veteran management team and a careful approach to taking thoughtful risks. It continues to earn a Morningstar Analyst Rating of Silver for its cheapest share classes. The more expensive shares earn Bronze or Neutral ratings.

by Jason Kephart
Rated on Published on

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Portfolio Holdings LPSGX

More LPSGX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1
  • Other Holdings 48
  • % Assets in Top 10 Holdings 95.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

56.66
82,344,584
—

Mip International Tilts Master Portfolio

14.31
20,793,638
—

BlackRock Cash Funds Treasury SL Agency

5.56
8,082,619
Cash and Equivalents

BlackRock Tactical Opportunities K

5.29
7,683,133
—

iShares MSCI EAFE Small-Cap ETF

5.26
7,640,375
—

BlackRock Advantage Emerging Mkts K

5.13
7,458,765
—

iShares Developed Real Estate Idx K

3.32
4,823,255
—

CAD/USD Purchased

2.44
3,542,440
Derivative

iShares iBoxx $ Invmt Grade Corp Bd ETF

2.18
3,163,886
—

EUR/USD Purchased

1.93
2,803,146
Derivative