Morningstar

BlackRock LifePath® Dynamic 2055 Fund Class K Shares LPVKX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $25.17  /  +0.52 %
  • Fund Size $335.7M
  • Adjusted Expense Ratio 0.340%
  • Net Expense Ratio 0.260%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.49%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis LPVKX

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

  • People Pillar

    The People Pillar is our evaluation of the LPVKX 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 LPVKX’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
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Portfolio Holdings LPVKX

More LPVKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diversified Equity Alpha Fund F

50.59 171M
—

Mip International Tilts Master Portfolio

14.64 50M
—

BlackRock Cash Funds Treasury SL Agency

8.95 30M
Cash and Equivalents

JPY/USD Purchased

7.89 27M
Derivative

iShares Russell 1000 ETF

6.40 22M
—

BlackRock Tactical Opportunities K

5.29 18M
—

iShares Core MSCI Intl Dev Mkts ETF

4.85 16M
—

AUD/USD Purchased

2.81 10M
Derivative

iShares MSCI EAFE Small-Cap ETF

2.33 8M
—

iShares MSCI Canada ETF

2.27 8M
—

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