LPSFX Mutual Fund

LPSFX Mutual Fund (BlackRock LifePath Dynamic 2040 Fund Class K) is managed by BlackRock, Inc. (US) with $335.2M in net assets. LPSFX expense ratio is 0.34%, holding 36 positions across sectors including Financials. Inception date: 2008-05-30.

LPSFX performance shows a YTD return of 9.34%. The 1-year return is 18.91% and the 5-year return is 8.57%. LPSFX dividend yield stands at 5.62%, paid annually.

LPSFX top holdings include Diversified Equity Master Mutual Funds (37.8%), America M 6.375% 03/01/35 (15.2%), Blackrock Diversified Fixed Income Fund (15.1%), Blackrock Cash Funds: Institutional, Sl Agency Shares (9.6%), Ishares Core Msci Emerging Mar (7.6%). Go to all LPSFX holdings, LPSFX sectors, or LPSFX dividends.

LPSFX can be compared against other funds. Use LPSFX overlap to find shared positions, or LPSFX vs another fund for a side-by-side view. LPSFX alternatives are available via the screener, along with tax-loss harvesting opportunities.