Morningstar

BlackRock LifePath® Dyn 2055 K LPVKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 21.43  /  +0.89 %
  • Total Assets 162.0 Mil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.22%
  • Turnover 3%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:45 AM GMT+0

Morningstar’s Analysis LPVKX

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

  • People Pillar

    The People Pillar is our evaluation of the LPVKX 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 LPVKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BlackRock LifePath Dynamic Target-Date Series Adds a Portfolio Manager, Ratings Unchanged

null Ben Sater

Ben Sater

Analyst Note

On April 29, 2024, BlackRock added Michael Pensky as a portfolio manager of its LifePath Dynamic target-date mutual fund series, joining existing managers Phil Green and Chris Chung. Pensky, who is part of the firm’s global tactical asset allocation team, has been a principal contributor to the series since it was revamped in November 2016. Based out of San Francisco, he works closely with BlackRock’s systematic active equity and bond teams, which manage portions of the series’ underlying strategies.

by Ben Sater
Published on

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Portfolio Holdings LPVKX

More LPVKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diversified Equity

56.14 86.4 Mil
—

BlackRock Cash Funds Treasury SL Agency

16.19 24.9 Mil
Cash and Equivalents

Mip International Tilts Master Portfolio

12.96 19.9 Mil
—

iShares Developed Real Estate Idx K

3.86 5.9 Mil
—

BlackRock Tactical Opportunities K

2.95 4.5 Mil
—

AUD/USD Purchased

2.77 4.3 Mil
Derivative

BlackRock Advantage Emerging Mkts K

2.74 4.2 Mil
—

iShares MSCI EAFE Small-Cap ETF

2.51 3.9 Mil
—

CAD/USD Purchased

2.09 3.2 Mil
Derivative

EUR/USD Purchased

1.87 2.9 Mil
Derivative

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