Morningstar

BlackRock LifePath® Dynamic Retirement Fund Institutional Shares STLAX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $10.34  /  −0.10 %
  • Fund Size $460.7M
  • Adjusted Expense Ratio 0.590%
  • Net Expense Ratio 0.470%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Target-Date Retirement
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.01%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis STLAX

Will STLAX 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 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.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings STLAX

More STLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

39.90 184M
—

Mip Active Stock Master

24.68 114M
—

iShares 0-5 Year TIPS Bond ETF

9.64 44M
—

JPY/USD Purchased

8.04 37M
Derivative

BlackRock Cash Funds Treasury SL Agency

7.47 34M
Cash and Equivalents

Intl Tilts Master

7.36 34M
—

BlackRock Tactical Opportunities K

5.18 24M
—

AUD/USD Purchased

2.99 14M
Derivative

CAD/USD Purchased

2.00 9M
Derivative

iShares Global Infrastructure ETF

1.97 9M
—

Sponsor Center