BlackRock LifePath® Dynamic 2060 Fund Institutional Shares
LPDIX
NASDAQ
| Weiss Ratings | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | BlackRock | |||
| Manager/Tenure (Years) | Philip J. Green (8), Christopher Chung (5), Michael Pensky (1) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | BlackRock LifePath® Dynamic 2060 Fund Institutional Shares | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | May 31, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.54% | |||
| Dividend | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.50% | |||
| Asset Allocation | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -1.85% | |||
| Stock | 98.89% | |||
| U.S. Stock | 43.19% | |||
| Non-U.S. Stock | 55.70% | |||
| Bond | 3.15% | |||
| U.S. Bond | 2.86% | |||
| Non-U.S. Bond | 0.29% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | -0.20% | |||
| Price History | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.06% | |||
| 30-Day Total Return | 4.29% | |||
| 60-Day Total Return | 5.25% | |||
| 90-Day Total Return | 16.67% | |||
| Year to Date Total Return | 10.47% | |||
| 1-Year Total Return | 14.06% | |||
| 2-Year Total Return | 35.17% | |||
| 3-Year Total Return | 61.81% | |||
| 5-Year Total Return | 80.73% | |||
| Price | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $15.98 | |||
| 1-Month Low NAV | $15.29 | |||
| 1-Month High NAV | $16.03 | |||
| 52-Week Low NAV | $12.68 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.07 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.94 | |||
| Standard Deviation | 15.64 | |||
| Balance Sheet | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 126.16M | |||
| Operating Ratios | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.59% | |||
| Turnover Ratio | 12.00% | |||
| Performance | LPDIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.54% | |||
| Last Bear Market Total Return | -15.05% | |||