BlackRock LifePath® Dynamic 2030 Fund Institutional Shares
STLDX
NASDAQ
| Weiss Ratings | STLDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | STLDX-NASDAQ | Click to Compare |
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| Provider | BlackRock | |||
| Manager/Tenure (Years) | Philip J. Green (8), Christopher Chung (5), Michael Pensky (1) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | STLDX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock LifePath® Dynamic 2030 Fund Institutional Shares | |||
| Category | Target-Date 2030 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 01, 1994 | |||
| 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 | STLDX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.90% | |||
| Dividend | STLDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.55% | |||
| Asset Allocation | STLDX-NASDAQ | Click to Compare |
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| Cash | 6.14% | |||
| Stock | 55.36% | |||
| U.S. Stock | 24.63% | |||
| Non-U.S. Stock | 30.73% | |||
| Bond | 37.50% | |||
| U.S. Bond | 34.88% | |||
| Non-U.S. Bond | 2.62% | |||
| Preferred | 0.01% | |||
| Convertible | 0.01% | |||
| Other Net | 0.99% | |||
| Price History | STLDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.34% | |||
| 30-Day Total Return | 2.42% | |||
| 60-Day Total Return | 5.13% | |||
| 90-Day Total Return | 8.30% | |||
| Year to Date Total Return | 7.17% | |||
| 1-Year Total Return | 10.14% | |||
| 2-Year Total Return | 24.53% | |||
| 3-Year Total Return | 36.54% | |||
| 5-Year Total Return | 49.03% | |||
| Price | STLDX-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 | STLDX-NASDAQ | Click to Compare |
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| Nav | $14.34 | |||
| 1-Month Low NAV | $13.96 | |||
| 1-Month High NAV | $14.34 | |||
| 52-Week Low NAV | $12.54 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.68 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | STLDX-NASDAQ | Click to Compare |
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| Beta | 0.69 | |||
| Standard Deviation | 11.95 | |||
| Balance Sheet | STLDX-NASDAQ | Click to Compare |
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| Total Assets | 480.84M | |||
| Operating Ratios | STLDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.59% | |||
| Turnover Ratio | 21.00% | |||
| Performance | STLDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.82% | |||
| Last Bear Market Total Return | -11.21% | |||