About LPWAX
BlackRock LifePath Dynamic 2065 Fund Investor A Shares is a target-date mutual fund tailored for individuals planning to retire or begin withdrawing assets around the year 2065. The fund’s primary function is to deliver a diversified, risk-managed investment solution that automatically adjusts its asset allocation over time. Initially, the fund is more heavily weighted toward equities and other growth assets to capitalize on long-term growth potential. As the target retirement date approaches, it gradually shifts to a more conservative stance by increasing allocations to bonds and cash equivalents, aiming to reduce volatility and protect capital.
This fund invests across a broad spectrum of global asset classes, including U.S. and international equities, real estate, and fixed income securities. Notable components within the portfolio include diversified equity holdings, international tilts, real estate funds, and various BlackRock-managed strategies. Managed by a team with expertise in systematic active equity and tactical asset allocation, the fund is designed to respond dynamically to changing market conditions and investor needs. The BlackRock LifePath Dynamic 2065 Fund plays a significant role in retirement planning, offering a hands-off, all-in-one investment solution for individuals seeking to align their portfolios with their anticipated retirement timeline.
Fund Family BlackRock
Category Target-Date 2065+
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol LPWAX
Index Index is not available on Lipper Database
LPWAX had a total return of 21.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.29%.
