LPDAX
BlackRock LifePath Dynamic 2060 Inv A
1W: -1.5%
1M: -1.6%
3M: -0.3%
YTD: +11.6%
1Y: +11.6%
3Y: +72.9%
5Y: +57.7%
$19.18
+0.18 (+0.95%)
Weekly Expected Move ±1.5%
$18
$19
$19
$19
$20
ETF-Level Metrics
AUM$189M
Holdings7
Top 10 Wt25.6%
Beta1.31
% Profitable—%
Coverage—%
Portfolio Valuation
P/E—
P/B—
P/S—
EV/EBITDA—
P/FCF—
PEG—
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity—
Debt/Assets—
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio—
Quick Ratio—
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F—
Altman Z—
IS Quality—
IS Overall—
IS Value—
Median P/E—
Sector Breakdown
2 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Other | 25 | 74.4% | — |
| Financial Services | 7 | 25.6% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 32 of 32 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | Diversified Equity Alpha Private | — | 49.56% | $87.8M | 891,315 | — | — | — |
| 2 | INTL TILTS MASTER Private | — | 16.37% | $29.0M | 1,073,371 | — | — | — |
| 3 | ISHARES CORE MSCI EMERGING MARKETS | IEMG | 10.61% | $18.8M | 230,101 | — | $168.5B | Financial Services |
| 4 | ISHARES CORE MSCI INT DEVEL ETF | IEFA | 8.36% | $14.8M | 159,962 | — | $183.4B | Financial Services |
| 5 | BLK TACTICAL OPPORTUNITIES CLASS K Private | — | 5.21% | $9.2M | 518,881 | — | — | — |
| 6 | ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | 2.64% | $4.7M | 53,960 | — | $13.3B | Financial Services |
| 7 | ISHARES MSCI CANADA ETF | EWC | 2.07% | $3.7M | 59,574 | — | $5.9B | Financial Services |
| 8 | ISHARES RUSSELL 2000 ETF | IWM | 1.01% | $1.8M | 6,115 | — | $77.4B | Financial Services |
| 9 | ISHARES BROAD USD INVESTMENT G | USIG | 0.85% | $1.5M | 29,962 | — | $17.0B | Financial Services |
| 10 | CASH COLLATERAL USD JPFFT Cash | — | 0.82% | $1.5M | 1,455,000 | — | — | — |
| 11 | DIVERSIFIED FIXED INCOME FUN CL Private | — | 0.78% | $1.4M | 150,199 | — | — | — |
| 12 | BLK CSH FND TREASURY SL AGENCY Bond | — | 0.74% | $1.3M | 1,307,808 | — | — | — |
| 13 | JPY CASH Cash | — | 0.54% | $962,259 | 153,667,971 | — | — | — |
| 14 | BLK REAL ESTATE SEC FND INST CLASS Private | — | 0.51% | $904,639 | 54,398 | — | — | — |
| 15 | EUR CASH Cash | — | 0.01% | $21,931 | 18,880 | — | — | — |
| 16 | AUD/USD Private | — | 0.01% | $11,204 | 7,742,650 | — | — | — |
| 17 | ISHARES IBOXX $ INV GRADE CORPORAT | GOVP.L | 0.00% | $4,355 | 41 | — | $14M | Financial Services |
| 18 | AUD CASH Cash | — | 0.00% | $703 | 981 | — | — | — |
| 19 | CAD CASH Cash | — | 0.00% | $341 | 473 | — | — | — |
| 20 | GBP CASH Cash | — | 0.00% | $216 | 159 | — | — | — |
| 21 | EUR/USD Private | — | 0.00% | $20 | -4,000 | — | — | — |
| 22 | NASDAQ 100 E-MINI SEP 26 Private | — | —% | — | -9 | — | — | — |
| 23 | EURO STOXX 50 SEP 26 Private | — | —% | — | -12 | — | — | — |
| 24 | TOPIX INDEX SEP 26 Private | — | —% | — | 8 | — | — | — |
| 25 | MSCI EMER MKT INDEX (ICE) SEP 26 Private | — | —% | — | 28 | — | — | — |
| 26 | S&P500 EMINI SEP 26 Private | — | —% | — | 44 | — | — | — |
| 27 | RUSSELL 2000 EMINI CME SEP 26 Private | — | —% | — | 29 | — | — | — |
| 28 | US 10YR NOTE DEC 26 Bond | — | —% | — | 55 | — | — | — |
| 29 | MSCI EAFE INDEX SEP 26 Private | — | —% | — | -32 | — | — | — |
| 30 | CAD/USD Private | — | -0.02% | $-29,039 | 4,332,817 | — | — | — |
| 31 | USD CASH Cash | — | -0.05% | $-81,405 | -81,405 | — | — | — |
| 32 | JPY/USD Private | — | -0.05% | $-83,469 | 2,112,588,089 | — | — | — |