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Morningstar

BlackRock LifePath® Dyn 2055 Investor C LPVCX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.66  /  1.29 %
  • Total Assets 74.9 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.590%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.13%
  • Turnover 27%

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 11:54 PM GMT+0

Morningstar’s Analysis LPVCX

Will LPVCX 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 LPVCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LPVCX 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 LPVCX’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 LPVCX

More LPVCX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 0
  • Bond Holdings 3
  • Other Holdings 50
  • % Assets in Top 10 Holdings 90.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diversified Equity

55.44
40,065,068
—

Mip International Tilts Master Portfolio

15.70
11,348,817
—

BlackRock Cash Funds Treasury SL Agency

8.64
6,245,222
Cash and Equivalents

BlackRock Advantage Emerging Mkts K

5.12
3,697,980
—

iShares MSCI EAFE Small-Cap ETF

4.93
3,560,600
—

iShares Developed Real Estate Idx K

4.76
3,439,061
—

BlackRock Tactical Opportunities K

4.21
3,042,004
—

CAD/USD Purchased

2.20
1,591,016
Derivative

Us 10Yr Note Jun 23

1.92
1,385,438
Government

BlackRock High Yield Bond K

0.95
689,141
—