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BlackRock LifePath Dynamic 2065 Inv R (LPWRX)

12.46 -0.05 (-0.40%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
2,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Northwestern Mutual Inv Srvc, LLC
  • Mid Atlantic Capital Corp
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Morgan Stanley Select UMA
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • Northwestern Mutual Investment Services, Llc
  • ADP Access Open Fund Architecture
  • ADP Access Tier 0
  • Securities America Inc.
  • NM WMC
  • ADP Access Tier 2
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access 3(21) Tier 0
  • ADP Advisor Access 3(21) Tier 2
  • ADP Advisor Access Tier 0
  • ADP Advisor Access Tier 2
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Nylife Securities LLC
  • NYLIFE Securities Mutual Fund Advantage Available

Fund Summary

The fund allocates and reallocates its assets among a combination of equity, bond and money market funds (the "underlying 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 ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2065.

Fund Overview

Category --
Fund Family BlackRock
Net Assets 18.67M
YTD Return 8.36%
Yield 1.76%
Morningstar Rating
Inception Date Oct 30, 2019

Performance & Risk

YTD Return 4.60%
5y Average Return 0.00%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.37
Morningstar Risk Rating

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