Blackrock Lifepath Dynamic Fund Quote

LPVAX Fund  USD 20.67  0.10  0.48%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Blackrock Lifepath is trading at 20.67 as of the 21st of November 2024; that is 0.48 percent down since the beginning of the trading day. The fund's open price was 20.77. Blackrock Lifepath has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Blackrock Lifepath Dynamic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of August 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund manager allocates and reallocates its assets among a combination of equity, bond and money market 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 , some of which may be index funds. More on Blackrock Lifepath Dynamic

Moving together with Blackrock Mutual Fund

  0.97MKCPX Blackrock BalancedPairCorr
  0.83MKDVX Blackrock Equity DividendPairCorr

Moving against Blackrock Mutual Fund

  0.44BRAMX Bats Series MPairCorr
  0.43MKMTX Blackrock StrategicPairCorr
  0.37BRACX Bats Series CPairCorr
  0.37MKNKX Blackrock New YorkPairCorr

Blackrock Mutual Fund Highlights

Fund ConcentrationBlackRock Funds, Large Blend Funds, Target-Date 2055 Funds, Target-Date 2055, BlackRock, Large Blend, Target-Date 2055 (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Blackrock Lifepath Dynamic [LPVAX] is traded in USA and was established 21st of November 2024. Blackrock Lifepath is listed under BlackRock category by Fama And French industry classification. The fund is listed under Target-Date 2055 category and is part of BlackRock family. This fund now has accumulated 77.65 M in assets with minimum initial investment of 1 K. Blackrock Lifepath is currently producing year-to-date (YTD) return of 17.47% with the current yeild of 0.02%, while the total return for the last 3 years was 5.05%.
Check Blackrock Lifepath Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Lifepath Dynamic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Blackrock Lifepath Dynamic Mutual Fund Constituents

EWCiShares MSCI CanadaEtfMiscellaneous Region
AGGiShares Core AggregateEtfIntermediate Core Bond
BCRAXBlackrock Corealpha BondMutual FundIntermediate Core Bond
BKRDXBlackrock Developed RealMutual FundGlobal Real Estate
IEFAiShares Core MSCIEtfForeign Large Blend
LQDiShares iBoxx InvestmentEtfCorporate Bond
PBAKXBlackrock Tactical OpportunitiesMutual FundMacro Trading
PLDPrologisStockReal Estate
More Details

Blackrock Lifepath Risk Profiles

Blackrock Lifepath Against Markets

Other Information on Investing in Blackrock Mutual Fund

Blackrock Lifepath financial ratios help investors to determine whether Blackrock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackrock with respect to the benefits of owning Blackrock Lifepath security.
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