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BlackRock LifePath Dyn 2025 K (LPBKX)

13.70 0.00 (0.00%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 13.70
  • YTD Return 11.29%
  • Expense Ratio 0.34%
  • Category Target-Date 2025
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 135.64M
  • Beta (5Y Monthly) 0.93
  • Yield 2.25%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend 0.65
  • 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 2025.

BlackRock

Fund Family

Target-Date 2025

Fund Category

135.64M

Net Assets

2010-06-30

Inception Date

Performance Overview: LPBKX

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Trailing returns as of 10/7/2024. Category is Target-Date 2025.

YTD Return

LPBKX
11.29%
Category
6.61%
?

1-Year Return

LPBKX
21.13%
Category
21.54%
?

3-Year Return

LPBKX
3.38%
Category
10.23%
?

5-Year Return

LPBKX
6.77%
Category
9.75%
?

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Holdings: LPBKX

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Top 7 Holdings (69.50% of Total Assets)

SymbolCompany% Assets
BDVFX
Blackrock Diversified Fixed Income Fund 33.24%
XTSLA
XTSLA 19.98%
TIP
iShares TIPS Bond ETF 7.88%
PBAKX
BlackRock Tactical Opportunities K 3.49%
BKRDX
iShares Developed Real Estate Idx K 1.72%
SCZ
iShares MSCI EAFE Small-Cap ETF 1.65%
BLSKX
BlackRock Advantage Emerging Mkts K 1.53%

Sector Weightings

Recent News: LPBKX

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Research Reports: LPBKX

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