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BlackRock LifePath® Dyn Retirement Instl STLAX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.49  /  −0.21 %
  • Total Assets 233.0 Mil
  • Adj. Expense Ratio
    0.590%
  • 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 3.22%
  • Turnover 53%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 11:53 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.

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.

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Portfolio Holdings STLAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 89.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

41.80 100.4 Mil

Mip Active Stock Master

23.07 55.4 Mil

BlackRock Cash Funds Treasury SL Agency

10.95 26.3 Mil
Cash and Equivalents

iShares TIPS Bond ETF

7.96 19.1 Mil

BlackRock Tactical Opportunities K

4.84 11.6 Mil

Intl Tilts Master

4.56 11.0 Mil

AUD/USD Purchased

2.90 7.0 Mil
Derivative

Us 10Yr Note Jun 24

2.54 6.1 Mil
Government

iShares MSCI EAFE Small-Cap ETF

2.35 5.6 Mil

BlackRock Advantage Emerging Mkts K

2.30 5.5 Mil