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BlackRock LifePath Dynamic 2055 Fund (LPVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
15.84+0.14 (+0.89%)
At close: 08:00PM EDT

BlackRock LifePath Dynamic 2055 Fund

San Francisco CA 94105

400 Howard Street

BlackRock Funds III

Management Information
,Lead Manager since June 1, 2020
Director of BlackRock, Inc. since 2015; Vice President of BlackRock, Inc. from 2011 to 2014; Associate of BlackRock, Inc. from 2009 to 2010; Associate of Barclays Global Investors from 2008 to 2009; Senior Manager of American Express from 2004 to 2008; research professional at the Center for Interuniversity Research and Analysis of Organizations (CIRANO) from 2002 to 2006.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date 2055
Fund FamilyBlackRock
Net Assets61.28M
YTD Return9.43%
Morningstar Rating★★★
Inception DateJun 29, 2010

Fund Operations

Last Dividend0.15
Last Cap Gain15.00
Holdings Turnover23.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLPVRXCategory Average
Annual Report Expense Ratio (net)0.65%0.45%
Prospectus Net Expense Ratio0.65%N/A
Prospectus Gross Expense Ratio1.03%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.47%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A