About LPREX
BlackRock LifePath Dynamic 2040 Fund Investor A Shares is a target-date mutual fund designed primarily for individuals planning to retire or begin withdrawing assets around the year 2040. Its core objective is to provide diversified exposure to global asset classes and optimize risk management through a blend of active, factor-based, and passive investment strategies. The fund dynamically reallocates its portfolio, becoming progressively more conservative as the designated target date approaches, in line with the changing risk tolerance of investors as they age.
Its holdings typically span equities, fixed income instruments, cash, and alternative investments, with allocations shifting over time to balance growth and capital preservation needs. The BlackRock LifePath Dynamic 2040 Fund serves as a comprehensive retirement solution, embodying a lifecycle approach that adjusts asset mixes automatically, facilitating a smoother transition from asset accumulation to gradual drawdown. This fund plays a significant role in the retirement planning segment, offering both individuals and institutions an efficient, professionally managed strategy to address long-term financial needs and support retirement objectives.
Fund Family BlackRock
Category Target-Date 2040
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LPREX
Share Class Investor A Shares
Index Index is not available on Lipper Database
LPREX had a total return of 12.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.60%.
