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Blackrock Lifepath Dynamic 2040 Fund - Institutional Shares: (MF: STLEX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 09:18 AM ET

$18.86 USD

+0.12 (0.64%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.34 35
3 months 6.16 20
6 months 9.23 42
1 Year 20.41 27
3 Year 17.09 24
5 Year 9.39 24
10 Year 11.45 14

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 111.51
Bear Market (10/07 - 2/09) -50.33
Bull Market (2/09 - 3/21) 546.32

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.29
5 Year 8.94
10 Year 10.31
Since Inception 8.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.64 8.29 5.93 2.90
2024 6.60 1.91 6.55 -1.64
2023 6.68 4.97 -3.09 10.05
2022 -5.87 -13.48 -6.80 9.26
2021 4.49 6.57 -1.25 5.54

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.3417.2913.8619.43-17.0816.0613.9325.69-7.4521.428.00
% Total Return Rel to Index 0.72-0.92-11.15-6.811.11-12.62-4.47-5.79-3.06-0.36-3.93
% Total Return Rel to Peer -0.072.783.956.27-4.114.553.248.49-0.957.961.72
% Perf Quintile vs Peer* 3.002.000.001.004.002.002.001.004.001.002.00
% Dividends 0.000.420.790.550.211.250.230.370.330.350.31
% Yield 0.002.104.292.371.405.971.202.001.971.711.79
Capital Gains ($) 0.000.721.060.240.112.430.550.771.792.310.06
Expense Ratio 0.000.470.480.490.470.520.530.550.550.540.54

* 1 = Top 20%, 5 = Bottom 20%