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Morningstar

BlackRock LifePath® Dyn 2030 Instl STLDX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.16  /  0.58 %
  • Total Assets 252.7 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.99%
  • Turnover 11%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 12:08 AM GMT+0

Morningstar’s Analysis STLDX

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

People Pillar

The People Pillar is our evaluation of the STLDX 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 STLDX’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 STLDX

More STLDX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 4
  • Other Holdings 57
  • % Assets in Top 10 Holdings 89.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

34.08
89,884,156
—

BlackRock Diversified Fixed Income

26.61
70,176,240
—

Mip International Tilts Master Portfolio

8.45
22,289,981
—

iShares TIPS Bond ETF

6.91
18,229,296
—

BlackRock Cash Funds Treasury SL Agency

5.69
14,999,381
Cash and Equivalents

BlackRock Tactical Opportunities K

5.08
13,408,023
—

iShares MSCI EAFE Small-Cap ETF

3.66
9,645,926
—

BlackRock Advantage Emerging Mkts K

3.52
9,280,008
—

Us Ultra T-Bond Dec 23

2.85
7,507,375
Government

iShares iBoxx $ Invmt Grade Corp Bd ETF

2.74
7,224,825
—