BlackRock LifePath Dynamic 2065 Fund Investor R Shares
LPWRX
NASDAQ
Weiss Ratings | LPWRX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | LPWRX-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 | LPWRX-NASDAQ | Click to Compare |
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Fund Name | BlackRock LifePath Dynamic 2065 Fund Investor R 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 | 100.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | LPWRX-NASDAQ | Click to Compare |
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Dividend Yield | 2.12% | |||
Dividend | LPWRX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.48% | |||
Asset Allocation | LPWRX-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 | LPWRX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.08% | |||
30-Day Total Return | 4.22% | |||
60-Day Total Return | 5.22% | |||
90-Day Total Return | 16.48% | |||
Year to Date Total Return | 10.18% | |||
1-Year Total Return | 13.20% | |||
2-Year Total Return | 33.39% | |||
3-Year Total Return | 59.13% | |||
5-Year Total Return | 76.79% | |||
Price | LPWRX-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 | LPWRX-NASDAQ | Click to Compare |
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Nav | $14.24 | |||
1-Month Low NAV | $13.61 | |||
1-Month High NAV | $14.27 | |||
52-Week Low NAV | $11.30 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $14.37 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | LPWRX-NASDAQ | Click to Compare |
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Beta | 0.94 | |||
Standard Deviation | 15.71 | |||
Balance Sheet | LPWRX-NASDAQ | Click to Compare |
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Total Assets | 57.43M | |||
Operating Ratios | LPWRX-NASDAQ | Click to Compare |
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Expense Ratio | 1.04% | |||
Turnover Ratio | 12.00% | |||
Performance | LPWRX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 15.95% | |||
Last Bear Market Total Return | -15.26% | |||