BlackRock LifePath Dynamic 2065 Fund Investor C Shares (LPWCX)

Fund Assets	71.38M
Expense Ratio	1.624%
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	17.01
YTD Return	12.81%
1-Year Return	16.38%
5-Year Return	49.25%
52-Week Low	14.45
52-Week High	17.55
Beta (5Y)	n/a
Holdings	50
Inception Date	Oct 30, 2019

About LPWCX

BlackRock LifePath Dynamic 2065 Fund Investor C Shares is a target-date mutual fund designed primarily for individuals planning to retire around the year 2065. Its core objective is to provide appropriate retirement outcomes by dynamically adjusting its mix of global asset classes—including equities, fixed income, and multi-asset investments—over time. The fund incorporates a diversified blend of active, factor-based, and passive investment strategies, seeking to balance growth potential and risk management as investors approach their retirement date. Early in its life cycle, the fund maintains a higher allocation to equities to pursue long-term capital appreciation, gradually shifting to more conservative holdings as retirement nears, in line with a "glide path" strategy. Portfolio allocations are regularly reviewed and rebalanced by BlackRock’s management team, relying on quantitative risk measures to inform decisions. The fund plays a vital role within the retirement planning sector, offering investors a professionally managed, automated solution tailored to evolving risk tolerances as they move toward retirement. It stands out for adapting to macroeconomic trends and leveraging BlackRock’s extensive experience in target-date fund construction.

• Fund Family: BlackRock
• Category: Target-Date 2065+
• Performance Rating: Average
• Risk Rating: High
• Stock Exchange: Nasdaq
• Ticker Symbol: LPWCX
• Index: Index is not available on Lipper Database

Performance

LPWCX had a total return of 16.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.51%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VLXVX	Vanguard	Vanguard Target Retirement 2065 Fund	0.08%

Top 10 Holdings

112.91% of assets

Name	Symbol	Weight
Mip Active Stock Master	n/a	47.96%
Mip International Tilts Master Portfolio	n/a	16.94%
E-mini S&P 500 Future Sept 26	n/a	11.30%
iShares Core MSCI Emerging Markets ETF	IEMG	10.49%
iShares Core MSCI International Developed Markets ETF	IDEV	7.76%
BlackRock Tactical Opportunities K	PBAKX	5.66%
Cash Offset	n/a	3.99%
Us 10Yr Note Sep 26	n/a	3.72%
iShares MSCI EAFE Small-Cap ETF	SCZ	2.74%
RUSSELL 2000 EMINI CME SEP 26	n/a	2.37%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 22, 2026	$0.01973	Jul 23, 2026
Dec 29, 2025	$0.24513	Dec 30, 2025
Jul 17, 2025	$0.01795	Jul 18, 2025
Dec 24, 2024	$0.74979	Dec 26, 2024
Jun 28, 2024	$0.1294	Jul 1, 2024
Dec 22, 2023	$0.12514	Dec 26, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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