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Morningstar

BlackRock LifePath® Dyn 2065 K LPWKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.61  /  +1.20 %
  • Total Assets 18.3 Mil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2065+
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.21%
  • Turnover 4%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:53 PM GMT+0

Morningstar’s Analysis LPWKX

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

  • People Pillar

    The People Pillar is our evaluation of the LPWKX 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 LPWKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A topnotch team helms this well-engineered target-date series.

Analyst Ben Sater

Ben Sater

Analyst

Summary

The BlackRock LifePath Dynamic target-date series touts an impressively designed glide path complete with numerous underlying components that are carefully configured by a topnotch management team.

by Ben Sater
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LPWKX

More LPWKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 77.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diversified Equity

51.13 9.6 Mil
—

BlackRock Cash Funds Treasury SL Agency

21.52 4.0 Mil
Cash and Equivalents

Intl Tilts Master

10.63 2.0 Mil
—

iShares Developed Real Estate Idx K

3.43 642,022
—

AUD/USD Purchased

2.80 523,823
Derivative

BlackRock Tactical Opportunities K

2.53 473,658
—

iShares MSCI Canada ETF

2.40 448,067
—

iShares MSCI EAFE Small-Cap ETF

2.11 394,989
—

BlackRock Advantage Emerging Mkts K

2.00 374,477
—

EUR/USD Purchased

1.86 348,240
Derivative