About LPJIX
BlackRock LifePath Dynamic 2035 Fund Institutional Shares is a target-date mutual fund designed to help investors plan for retirement around the year 2035. The fund dynamically allocates assets across a globally diversified mix that includes equities, fixed income, real estate, and alternative strategies. Its investment approach combines active management, factor-based exposures, and index-based (passive) strategies, aiming to balance growth and risk as the target retirement date approaches. Over time, the fund gradually shifts to a more conservative posture, reducing equity exposure and increasing allocations to fixed income and other defensive assets, in line with the evolving risk tolerance of investors nearing retirement age. Key holdings span diversified U.S. and international equities, fixed income securities, and select alternative investments, with periodic adjustments to support retirement objectives. Institutional Shares are typically available through employer-sponsored retirement plans and require higher minimum investments, appealing to institutional and large-scale investors. This fund plays a significant role in the retirement planning sector by offering a professionally managed, all-in-one investment solution that adjusts its risk profile as investors move closer to their targeted retirement year.
Fund Family BlackRock
Category Target-Date 2035
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LPJIX
Share Class Institutional Shares
Index Index is not available on Lipper Database
LPJIX had a total return of 15.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.63%.
