Multi Asset

LPDAX

LifePath Dynamic 2060 Fund

Overview

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Performance

Performance

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
-0.05 5.50 - - 5.61
-5.29 3.62 - - 3.78
Benchmark (%) Index: LifePath Dynamic 2060 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. 1.17 6.07 - - 6.10
Morningstar Category Avg. (%) Target-Date 2060+ 1.62 5.83 6.41 - -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 190/254 102/165 - - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 4 3 - - -
Lipper Ranking Rankings are based on total return excluding sales charges. 146/202 98/155 - - -
Lipper Quartile Rankings are based on total return excluding sales charges. 3 3 - - -
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 10, 2020 $0.4 M
Size of Fund (Millions) as of Jul 10, 2020 $7.6 M
Share Class launch date May 31, 2017
Asset Class MultiAsset
Morningstar Category Target-Date 2060+
Lipper Classification Mixed-Asset Target 2060 Fds
Benchmark Index LifePath Dynamic 2060 Custom Benchmark
CUSIP 066923426
Max Offer Price as of Jul 10, 2020 $11.37
Open to New Investors No
Turnover Percent in the Annual Report 44%

Portfolio Characteristics

Portfolio Characteristics

R-Squared as of - -
Average Market Cap (Millions) The average size of the securities the fund invests in. as of Jun 30, 2020 $ 14,125.5 M
Best 3-Month Return Over the Last 3 Years 3 months ending Jun 30, 2020 19.40%
Worst 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2020 -22.73%
Fund Standard Deviation (3y) as of Jun 30, 2020 16.40
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 Jun 30, 2020
Name Weight (%)
Diversified Equity 51.53
INTL TILTS MASTER 15.80
ADVANTAGE EMERGING MARKETS F INVK 11.11
BLK TACTICAL OPPORTUNITIES CLASS K 4.83
ISHARES MSCI EAFE SMALL-CAP ETF 4.81
Name Weight (%)
ISHARES DEVELOPD RL ESTAT CL K 4.61
ISHARES MSCI CANADA ETF 2.63
ISHARES RUSSELL 2000 ETF 1.55
COREALPHA BOND MSTR 0.49
ISHARES CORE US AGGREGATE BOND ETF 0.27

Exposure Breakdowns

Exposure Breakdowns

as of Jun 30, 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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