The BlackRock LifePath Dynamic target-date series benefits from its combination of a seasoned asset-allocation team, strong underlying managers, and a thoughtful approach to investing tactically. The series’ relatively average fees continue to be its biggest headwind. Its cheapest share class continues to earn a Morningstar Analyst Rating of Bronze, but its more expensive share classes are rated Neutral.
Will LPVAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LPVAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LPVAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LPVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.