Skip to Content
Morningstar

BlackRock LifePath® Dyn 2055 K LPVKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 17.45  /  0.11 %
  • Total Assets 89.3 Mil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.47%
  • Turnover 27%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 1:05 AM GMT+0

Morningstar’s Analysis LPVKX

Will LPVKX 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 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.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LPVKX

More LPVKX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2
  • Other Holdings 55
  • % Assets in Top 10 Holdings 90.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

55.36
45,004,569
—

Mip International Tilts Master Portfolio

15.45
12,563,181
—

BlackRock Cash Funds Treasury SL Agency

10.47
8,508,295
Cash and Equivalents

BlackRock Tactical Opportunities K

5.29
4,303,359
—

BlackRock Advantage Emerging Mkts K

4.35
3,539,205
—

iShares MSCI EAFE Small-Cap ETF

3.87
3,149,176
—

iShares Developed Real Estate Idx K

3.33
2,710,408
—

CAD/USD Purchased

2.25
1,830,289
Derivative

EUR/USD Purchased

1.98
1,611,907
Derivative

Us Long Bond Dec 23

1.61
1,307,250
Government