BlackRock LifePath Dynamic 2060 Fund Investor A Shares (LPDAX)

Fund Assets	153.93M
Expense Ratio	0.84%
Min. Investment	$1,000
Turnover	12.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 22, 2026

Previous Close	19.37
YTD Return	15.37%
1-Year Return	22.16%
5-Year Return	56.97%
52-Week Low	16.14
52-Week High	19.57
Beta (5Y)	0.91
Holdings	47
Inception Date	May 31, 2017

About LPDAX

BlackRock LifePath Dynamic 2060 Fund Investor A Shares is a target-date mutual fund designed primarily for individuals planning to retire around the year 2060. The fund’s central purpose is to facilitate long-term retirement savings by automatically adjusting its asset allocation as the target retirement year approaches. It invests across a broad spectrum of global asset classes, including equities, fixed income, real estate, and cash equivalents, by utilizing a combination of active, factor-based, and passive strategies. The fund’s investment mix starts with a higher allocation to equities for growth and gradually shifts to a more conservative, fixed income-oriented portfolio over time to help manage risk as retirement nears. This dynamic glide path is tailored to address the evolving risk tolerance of investors through their lifecycle. Managed by a team of experienced BlackRock portfolio managers, the fund seeks to offer diversified exposure and capital appreciation, making it a significant option for long-term retirement planning within the target-date 2060 category.

• Fund Family: BlackRock
• Category: Target-Date 2060+
• Performance Rating: Above Average
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: LPDAX
• Index: Index is not available on Lipper Database

Performance

LPDAX had a total return of 22.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.85%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VTTSX	Vanguard	Vanguard Target Retirement 2060 Fund	0.08%

Top 10 Holdings

108.42% of assets

Name	Symbol	Weight
Mip Active Stock Master	n/a	50.55%
Mip International Tilts Master Portfolio	n/a	15.07%
iShares Core MSCI Emerging Markets ETF	IEMG	10.90%
E-mini S&P 500 Future Sept 26	n/a	8.30%
iShares Core MSCI International Developed Markets ETF	IDEV	7.10%
BlackRock Tactical Opportunities K	PBAKX	4.82%
BlackRock Cash Funds Treasury SL Agency	XTSLA	3.59%
Us 10Yr Note Sep 26	n/a	3.24%
RUSSELL 2000 EMINI CME SEP 26	n/a	2.69%
iShares MSCI Canada ETF	EWC	2.16%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 22, 2026	$0.09058	Jul 23, 2026
Dec 29, 2025	$0.51953	Dec 30, 2025
Jul 17, 2025	$0.03952	Jul 18, 2025
Dec 24, 2024	$0.87924	Dec 26, 2024
Jun 28, 2024	$0.0661	Jul 1, 2024
Dec 22, 2023	$0.20325	Dec 26, 2023

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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