Morningstar

BlackRock LifePath Dynamic 2065 Fund Institutional Shares LPWIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $17.17  /  −0.41 %
  • Fund Size $99.9M
  • Adjusted Expense Ratio 0.590%
  • Net Expense Ratio 0.500%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2065
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis LPWIX

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

  • People Pillar

    The People Pillar is our evaluation of the LPWIX 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 LPWIX’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
Rated on Published on

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Portfolio Holdings LPWIX

More LPWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

50.44 50M
—

Mip International Tilts Master Portfolio

14.95 15M
—

BlackRock Cash Funds Treasury SL Agency

10.04 10M
Cash and Equivalents

JPY/USD Purchased

7.90 8M
Derivative

iShares Russell 1000 ETF

7.06 7M
—

iShares Core MSCI Intl Dev Mkts ETF

5.09 5M
—

BlackRock Tactical Opportunities K

5.08 5M
—

AUD/USD Purchased

2.72 3M
Derivative

iShares MSCI EAFE Small-Cap ETF

2.57 3M
—

iShares MSCI Canada ETF

2.32 2M
—

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