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Morningstar

BlackRock LifePath® Dyn Retirement Instl STLAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.55  /  0.10 %
  • Total Assets 201.0 Mil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.590%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.82%
  • Turnover 7%

USD | NAV as of May 30, 2023 | 1-Day Return as of May 30, 2023, 11:45 PM GMT+0

Morningstar’s Analysis STLAX

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

People Pillar

The People Pillar is our evaluation of the STLAX 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 STLAX’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

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Portfolio Holdings STLAX

More STLAX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 0
  • Bond Holdings 7
  • Other Holdings 50
  • % Assets in Top 10 Holdings 94.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

32.53
66,798,395
—

Diversified Equity

22.71
46,623,737
—

Advantage Corealpha Bond Mstr

13.52
27,765,237
—

iShares TIPS Bond ETF

8.03
16,491,081
—

Intl Tilts Master

7.63
15,670,670
—

BlackRock Tactical Opportunities K

5.12
10,511,380
—

Us 5Yr Note Jun 23

4.34
8,906,203
Government

BlackRock Cash Funds Treasury SL Agency

3.09
6,343,460
Cash and Equivalents

iShares MSCI EAFE Small-Cap ETF

2.64
5,419,140
—

BlackRock Advantage Emerging Mkts K

2.46
5,058,780
—