Nasdaq - Delayed Quote USD

BlackRock LifePath Dyn 2035 Instl (LPJIX)

16.75 -0.12 (-0.71%)
At close: 8:00 PM EDT
Loading Chart for LPJIX
DELL
  • Previous Close 16.87
  • YTD Return 14.27%
  • Expense Ratio 0.59%
  • Category Target-Date 2035
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 239.56M
  • Beta (5Y Monthly) 1.13
  • Yield 2.17%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.12
  • Inception Date Jun 30, 2010

The fund manager allocates and reallocates its assets among a combination of equity, bond and money market funds (the "underlying funds") and derivatives in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2035.

BlackRock

Fund Family

Target-Date 2035

Fund Category

239.56M

Net Assets

2010-06-30

Inception Date

Performance Overview: LPJIX

View More

Trailing returns as of 10/23/2024. Category is Target-Date 2035.

YTD Return

LPJIX
14.27%
Category
9.49%
?

1-Year Return

LPJIX
25.94%
Category
29.95%
?

3-Year Return

LPJIX
5.41%
Category
12.29%
?

5-Year Return

LPJIX
9.12%
Category
12.13%
?

People Also Watch

Holdings: LPJIX

View More

Top 7 Holdings (50.47% of Total Assets)

SymbolCompany% Assets
XTSLA
XTSLA 20.56%
BDVFX
Blackrock Diversified Fixed Income Fund 13.26%
TIP
iShares TIPS Bond ETF 5.93%
PBAKX
BlackRock Tactical Opportunities K 3.03%
BKRDX
iShares Developed Real Estate Idx K 2.78%
SCZ
iShares MSCI EAFE Small-Cap ETF 2.52%
BLSKX
BlackRock Advantage Emerging Mkts K 2.39%

Sector Weightings

Recent News: LPJIX

View More

Research Reports: LPJIX

View More

Top Mutual Funds