BlackRock LifePath Dynamic 2065 Fund Institutional Shares
LPWIX
NASDAQ
| Weiss Ratings | LPWIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | LPWIX-NASDAQ | Click to Compare |
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| Provider | BlackRock | |||
| Manager/Tenure (Years) | Philip J. Green (5), Christopher Chung (5), Michael Pensky (1) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | LPWIX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock LifePath Dynamic 2065 Fund Institutional Shares | |||
| Category | Target-Date 2065+ | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Oct 30, 2019 | |||
| 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 | LPWIX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.51% | |||
| Dividend | LPWIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.48% | |||
| Asset Allocation | LPWIX-NASDAQ | Click to Compare |
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| Cash | -2.62% | |||
| Stock | 99.59% | |||
| U.S. Stock | 43.99% | |||
| Non-U.S. Stock | 55.60% | |||
| Bond | 3.22% | |||
| U.S. Bond | 2.93% | |||
| Non-U.S. Bond | 0.29% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | -0.20% | |||
| Price History | LPWIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.01% | |||
| 30-Day Total Return | 4.26% | |||
| 60-Day Total Return | 5.34% | |||
| 90-Day Total Return | 16.63% | |||
| Year to Date Total Return | 10.53% | |||
| 1-Year Total Return | 13.78% | |||
| 2-Year Total Return | 34.60% | |||
| 3-Year Total Return | 61.44% | |||
| 5-Year Total Return | 80.92% | |||
| Price | LPWIX-NASDAQ | Click to Compare |
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| 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 | LPWIX-NASDAQ | Click to Compare |
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| Nav | $14.34 | |||
| 1-Month Low NAV | $13.70 | |||
| 1-Month High NAV | $14.36 | |||
| 52-Week Low NAV | $11.36 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.49 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | LPWIX-NASDAQ | Click to Compare |
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| Beta | 0.95 | |||
| Standard Deviation | 15.76 | |||
| Balance Sheet | LPWIX-NASDAQ | Click to Compare |
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| Total Assets | 57.43M | |||
| Operating Ratios | LPWIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.59% | |||
| Turnover Ratio | 12.00% | |||
| Performance | LPWIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.36% | |||
| Last Bear Market Total Return | -15.13% | |||