Morningstar

BlackRock LifePath® Dynamic 2065 Fund Class K Shares LPWKX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $17.24  /  −0.46 %
  • Fund Size $99.9M
  • Adjusted Expense Ratio 0.340%
  • Net Expense Ratio 0.250%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • 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 LPWKX

Will LPWKX 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 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 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 LPWKX

More LPWKX 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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