Multi Asset

LPJAX

LifePath Dynamic 2035 Fund

Overview

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Performance

Performance

  YTD 1m 3m 1y 3y 5y 10y
-5.08 2.79 16.93 1.68 19.56 34.52 123.31
-10.06 -2.60 10.79 -3.66 13.28 27.45 111.58
Benchmark (%) Index: BlackRock LifePath Dynamic 2035 Custom Benchmark.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. -4.39 2.54 15.46 2.98 19.84 35.12 129.10
Morningstar Category Avg. (%) Target-Date 2035 -3.58 2.29 15.58 3.18 18.87 34.04 136.38
Lipper Category Avg. (%) Mixed-Asset Target 2035 Funds -3.61 2.33 15.64 3.11 18.70 33.81 136.16
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Jul 07, 2020 $25.0 M
Size of Fund (Millions) as of Jul 07, 2020 $87.0 M
Share Class launch date Jun 30, 2010
Asset Class MultiAsset
Morningstar Category Target-Date 2035
Lipper Classification Mixed-Asset Target 2035 Funds
Benchmark Index BlackRock LifePath Dynamic 2035 Custom Benchmark
CUSIP 066922295
Max Offer Price as of Jul 07, 2020 $14.30
Open to New Investors Yes
Turnover Percent in the Annual Report 42%

Portfolio Characteristics

Portfolio Characteristics

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Holdings

Holdings

as of May 29, 2020
Name Weight (%)
Diversified Equity 40.76
COREALPHA BOND MSTR 13.67
INTL TILTS MASTER 11.92
ADVANTAGE EMERGING MARKETS F INVK 7.88
ISHARES TIPS BOND ETF 4.76
Name Weight (%)
ISHARES DEVELOPD RL ESTAT CL K 3.61
ISHARES MSCI EAFE SMALL-CAP ETF 3.24
ISHARES CORE MSCI EAFE ETF 2.82
BLK TACTICAL OPPORTUNITIES CLASS K 2.81
MASTER TR LP DYNAMIC 2035 2.63

Exposure Breakdowns

Exposure Breakdowns

as of May 29, 2020

% of Market Value

Type Fund
Allocations subject to change.
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Matthew O’Hara
Co-Head of LifePath

   

Philip Green
Managing Director, Head of Global Tactical Asset Allocation

  

Portfolio Manager

Literature

Literature

 

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