The BlackRock LifePath Dynamic target-date series stands out for its excellent team and innovative design.
BlackRock LifePath Dynamic 2065 Fund Investor A Shares LPWAX
- NAV / 1-Day Return 16.98 / +2.97 %
- Total Assets 100.7M
-
Adj. Expense Ratio
0.840%
- Expense Ratio 0.750%
- Distribution Fee Level High
- Share Class Type No Load
- Category Target-Date 2065
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.10%
- Turnover 21%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:07 AM GMT+0
Morningstar’s Analysis LPWAX
Will LPWAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LPWAX 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 LPWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 95.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Mip Active Stock Master | 50.51 | 49M | — |
Mip International Tilts Master Portfolio | 14.88 | 14M | — |
iShares Core MSCI Emerging Markets ETF | 10.91 | 11M | — |
JPY/USD Purchased | 7.42 | 7M | Derivative |
iShares Core MSCI Intl Dev Mkts ETF | 7.28 | 7M | — |
BlackRock Tactical Opportunities K | 4.98 | 5M | — |
BlackRock Cash Funds Treasury SL Agency | 4.97 | 5M | Cash and Equivalents |
AUD/USD Purchased | 2.87 | 3M | Derivative |
iShares MSCI Canada ETF | 2.27 | 2M | — |
iShares MSCI EAFE Small-Cap ETF | 2.10 | 2M | — |
United States