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 | 2.63% | |||
| Dividend | LPWIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.47% | |||
| Asset Allocation | LPWIX-NASDAQ | Click to Compare |
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| Cash | -3.41% | |||
| Stock | 98.51% | |||
| U.S. Stock | 43.37% | |||
| Non-U.S. Stock | 55.14% | |||
| Bond | 4.49% | |||
| U.S. Bond | 4.19% | |||
| Non-U.S. Bond | 0.30% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.40% | |||
| Price History | LPWIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.67% | |||
| 30-Day Total Return | 2.30% | |||
| 60-Day Total Return | 7.28% | |||
| 90-Day Total Return | 8.87% | |||
| Year to Date Total Return | 13.15% | |||
| 1-Year Total Return | 14.27% | |||
| 2-Year Total Return | 44.99% | |||
| 3-Year Total Return | 52.83% | |||
| 5-Year Total Return | 76.85% | |||
| 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 | $14.68 | |||
| 1-Month Low NAV | $14.15 | |||
| 1-Month High NAV | $14.78 | |||
| 52-Week Low NAV | $11.36 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.78 | |||
| 52-Week High Price (Date) | Aug 13, 2025 | |||
| Beta / Standard Deviation | LPWIX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 15.43 | |||
| Balance Sheet | LPWIX-NASDAQ | Click to Compare |
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| Total Assets | 60.24M | |||
| 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% | |||