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BlackRock LifePath Dyn 2040 Investor C (LPCKX)

17.87 -0.15 (-0.83%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 18.02
  • YTD Return 15.31%
  • Expense Ratio 1.59%
  • Category Target-Date 2040
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 371.29M
  • Beta (5Y Monthly) 1.22
  • Yield 2.28%
  • 5y Average Return --
  • Holdings Turnover 11.00%
  • Last Dividend 0.12
  • Inception Date Mar 1, 1994

The fund manager allocates and reallocates its assets among a combination of equity, bond and money market funds (the "underlying funds") and derivatives in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2040.

BlackRock

Fund Family

Target-Date 2040

Fund Category

371.29M

Net Assets

1994-03-01

Inception Date

Performance Overview: LPCKX

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Trailing returns as of 10/22/2024. Category is Target-Date 2040.

YTD Return

LPCKX
15.31%
Category
10.80%
?

1-Year Return

LPCKX
27.45%
Category
33.59%
?

3-Year Return

LPCKX
5.54%
Category
12.99%
?

5-Year Return

LPCKX
9.28%
Category
12.87%
?

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Holdings: LPCKX

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Top 8 Holdings (41.59% of Total Assets)

SymbolCompany% Assets
XTSLA
XTSLA 12.56%
BDVFX
Blackrock Diversified Fixed Income Fund 6.55%
TIP
iShares TIPS Bond ETF 4.50%
PBAKX
BlackRock Tactical Opportunities K 3.79%
SCZ
iShares MSCI EAFE Small-Cap ETF 3.62%
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF 3.59%
BKRDX
iShares Developed Real Estate Idx K 3.52%
BLSKX
BlackRock Advantage Emerging Mkts K 3.46%

Sector Weightings

Recent News: LPCKX

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Research Reports: LPCKX

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