BlackRock LifePath Dynamic 2060 Fund Investor C (LPDCX)
17.13
+0.04
(+0.23%)
USD |
Dec 05 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 1.59% | 165.19M | -- | 12.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| 64.18M | 14.23% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide for retirement outcomes based on quantitatively measured risk. the Fund will be broadly diversified across global asset classes, with asset allocations becoming more conservative over time. It will invest primarily in affiliated open-end funds and affiliated exchange-traded funds. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060 |
| Peer Group | Mixed-Asset Target 2060 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | BlackRock |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
44
-6.017M
Peer Group Low
251.99M
Peer Group High
1 Year
% Rank:
34
64.18M
-143.61M
Peer Group Low
3.388B
Peer Group High
3 Months
% Rank:
28
-79.92M
Peer Group Low
938.29M
Peer Group High
3 Years
% Rank:
45
-66.98M
Peer Group Low
10.83B
Peer Group High
6 Months
% Rank:
39
-136.85M
Peer Group Low
1.585B
Peer Group High
5 Years
% Rank:
54
-13.58M
Peer Group Low
11.73B
Peer Group High
YTD
% Rank:
34
-141.05M
Peer Group Low
3.115B
Peer Group High
10 Years
% Rank:
61
704194.0
Peer Group Low
15.80B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 08, 2025.
Asset Allocation
As of May 31, 2025.
| Type | % Net |
|---|---|
| Cash | -7.53% |
| Stock | 26.17% |
| Bond | 4.19% |
| Convertible | 0.00% |
| Preferred | 0.18% |
| Other | 76.98% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
DIVERSIFIED EQUITY MASTER FUND
|
50.63% | -- | -- |
|
INTERNATIONAL TILTS MASTER PORTFOLIO
|
14.87% | -- | -- |
| iShares Core MSCI Emerging Markets ETF | 10.68% | 67.43 | 0.54% |
| iShares Core MSCI International Developed Mkt ETF | 7.41% | 82.31 | 0.00% |
|
EMINI S&P DEC25
|
6.65% | -- | -- |
| BlackRock Cash Funds: Treasury SL Agency | 5.15% | 1.00 | 0.00% |
| BlackRock Tactical Opportunities Fund K | 5.03% | 15.86 | 0.89% |
|
1RTY DEC25
|
3.11% | -- | -- |
|
TOPIX DEC5
|
2.97% | -- | -- |
| iShares MSCI EAFE Small-Cap ETF | 2.16% | 77.44 | 0.19% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 1.00% |
| Actual Management Fee | 0.04% |
| Administration Fee | 413.0% |
| Maximum Front Load | -- |
| Maximum Deferred Load | 1.00% |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | No |
| Available for RRSP | No |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 1000.00 None |
| Minimum Subsequent Investment | 50.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide for retirement outcomes based on quantitatively measured risk. the Fund will be broadly diversified across global asset classes, with asset allocations becoming more conservative over time. It will invest primarily in affiliated open-end funds and affiliated exchange-traded funds. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060 |
| Peer Group | Mixed-Asset Target 2060 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | BlackRock |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM (12-4-25) | 1.40% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | 10 |
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:LPDCX", "name") |
| Broad Asset Class: =YCI("M:LPDCX", "broad_asset_class") |
| Broad Category: =YCI("M:LPDCX", "broad_category_group") |
| Prospectus Objective: =YCI("M:LPDCX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |