LPDRX – BlackRock LifePath® Dynamic 2060 R Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund manager allocates and reallocates its assets among a combination of equity, bond and money market funds (the "underlying funds") and derivatives in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2060.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LPDAX	BlackRock LifePath® Dynamic 2060 Fund Investor A Shares	No Load	Open			May 31, 2017	$17.34M	0.840%	Above Average	$1,000	$3.69M
LPDIX	BlackRock LifePath® Dynamic 2060 Fund Institutional Shares	Institutional	Open			May 31, 2017	$5.72M	0.590%	Above Average	$2M	−$3.76M
LPDCX	BlackRock LifePath® Dynamic 2060 Fund Investor C Shares	Level Load	Open			May 31, 2017	$113,494.00	1.590%	Above Average	$1,000	−$3,923.71
LPDKX	BlackRock LifePath® Dynamic 2060 Fund Class K Shares	Retirement, Large	Open			May 31, 2017	$144.22M	0.340%	Below Average	$5M	−$3.56M
LPDRX	BlackRock LifePath® Dynamic 2060 Fund Class R Shares	Retirement, Medium	Open			May 31, 2017	$8.51M	1.040%	Average	$100	$834,828.50

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