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BlackRock LifePath Dyn 2045 Instl (LPHIX)

19.05 0.00 (0.00%)
As of 8:42 AM EDT. Market Open.
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DELL
  • Previous Close 19.05
  • YTD Return 17.65%
  • Expense Ratio 0.59%
  • Category Target-Date 2045
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 203.82M
  • Beta (5Y Monthly) 1.29
  • Yield 2.30%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 0.14
  • 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 2045.

BlackRock

Fund Family

Target-Date 2045

Fund Category

203.82M

Net Assets

2010-06-30

Inception Date

Performance Overview: LPHIX

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Trailing returns as of 10/31/2024. Category is Target-Date 2045.

YTD Return

LPHIX
17.65%
Category
11.62%
?

1-Year Return

LPHIX
30.86%
Category
36.05%
?

3-Year Return

LPHIX
7.52%
Category
13.52%
?

5-Year Return

LPHIX
11.27%
Category
13.44%
?

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Holdings: LPHIX

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Top 7 Holdings (35.72% of Total Assets)

SymbolCompany% Assets
XTSLA
XTSLA 18.98%
BKRDX
iShares Developed Real Estate Idx K 3.76%
PBAKX
BlackRock Tactical Opportunities K 2.94%
TIP
iShares TIPS Bond ETF 2.84%
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF 2.54%
SCZ
iShares MSCI EAFE Small-Cap ETF 2.52%
BLSKX
BlackRock Advantage Emerging Mkts K 2.14%

Sector Weightings

Recent News: LPHIX

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Research Reports: LPHIX

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