About LPCKX
BlackRock LifePath Dynamic 2040 Fund Investor C Shares is a target-date mutual fund designed to support individuals planning to retire around the year 2040. Its primary function is to provide a diversified investment solution that automatically adjusts its asset allocation over time, gradually transitioning from a growth-oriented portfolio to a more conservative mix as the target retirement date approaches. The fund invests across a wide range of global asset classes, including equities, fixed income, real estate, and alternative strategies, utilizing a combination of active, passive, and factor-based investment strategies to manage risk and seek long-term returns. Notable features include periodic rebalancing and the integration of both traditional and non-traditional assets, such as currency strategies and derivatives, to further enhance diversification. This fund holds a significant position within the retirement planning space, aiming to deliver age-appropriate risk management for investors as they move toward and beyond retirement. It is overseen by an experienced portfolio management team and is classified within the Target-Date 2040 Morningstar category.
Fund Family BlackRock
Category Target-Date 2040
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LPCKX
Share Class Investor C Shares
Index Index is not available on Lipper Database
LPCKX had a total return of 15.02% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.24%.
