Multi Asset

LPWCX

LifePath Dynamic 2065 Fund

Overview

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Performance

Performance

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 Sep 25, 2020 $0.4 M
Size of Fund (Millions) as of Sep 25, 2020 $4.2 M
Share Class launch date Oct 31, 2019
Asset Class MultiAsset
Morningstar Category Target-Date 2060+
Lipper Classification Mixed-Asset Target 2060+ Fds
Benchmark Index BlackRock LifePath Dynamic 2065 Custom Benchmark
CUSIP 09260W303
Max Offer Price as of Sep 25, 2020 $10.11
Open to New Investors Yes

Ratings

Holdings

Holdings

as of Aug 31, 2020
Name Weight (%)
Diversified Equity 52.68
INTL TILTS MASTER 14.65
ADVANTAGE EMERGING MARKETS F INVK 11.20
ISHARES MSCI EAFE SMALL-CAP ETF 4.77
ISHARES DEVELOPD RL ESTAT CL K 4.63
Name Weight (%)
BLK TACTICAL OPPORTUNITIES CLASS K 4.43
ISHARES MSCI CANADA ETF 2.67
ISHARES RUSSELL 2000 ETF 1.31
COREALPHA BOND MSTR 0.50
ISHARES CORE US AGGREGATE BOND ETF 0.35

Exposure Breakdowns

Exposure Breakdowns

as of Aug 31, 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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