Morningstar

BlackRock LifePath® Dyn Retirement Instl STLAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.67  /  +0.05 %
  • Total Assets 277.1 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 2.38%
  • Turnover 53%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:49 AM 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.

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 STLAX

More STLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Diversified Fixed Income

40.24 104.4 Mil
—

Diversified Equity

22.59 58.6 Mil
—

BlackRock Cash Funds Treasury SL Agency

12.66 32.8 Mil
Cash and Equivalents

iShares TIPS Bond ETF

7.89 20.5 Mil
—

Intl Tilts Master

4.54 11.8 Mil
—

BlackRock Tactical Opportunities K

4.48 11.6 Mil
—

10 Year Treasury Note Future Dec 24

4.03 10.4 Mil
Government

AUD/USD Purchased

3.00 7.8 Mil
Derivative

iShares MSCI EAFE Small-Cap ETF

2.27 5.9 Mil
—

BlackRock Advantage Emerging Mkts K

2.22 5.8 Mil
—

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