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.
BlackRock LifePath® Dynamic 2060 Ins LPDIX
- NAV / 1-Day Return 15.64 / +0.90 %
- Total Assets 61.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.590%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.77%
- 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 LPDIX
Will LPDIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 77.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Diversified Equity | 51.01 | 29.6 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 20.96 | 12.2 Mil | Cash and Equivalents |
Mip International Tilts Master Portfolio | 13.19 | 7.7 Mil | — |
iShares Developed Real Estate Idx K | 3.77 | 2.2 Mil | — |
AUD/USD Purchased | 2.83 | 1.6 Mil | Derivative |
iShares MSCI Canada ETF | 2.42 | 1.4 Mil | — |
BlackRock Tactical Opportunities K | 2.15 | 1.2 Mil | — |
BlackRock Advantage Emerging Mkts K | 1.93 | 1.1 Mil | — |
EUR/USD Purchased | 1.84 | 1.1 Mil | Derivative |
CASH COLLATERAL USD JPFFT | 1.17 | 680,000 | Cash and Equivalents |