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Morningstar

BlackRock LifePath® Index 2055 Inv A LIVAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 21.53  /  −0.46 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.53%
  • Turnover 4%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis LIVAX

Will LIVAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LIVAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LIVAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LIVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A top choice for retirement savers.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

An innovative group manages the BlackRock LifePath Index target-date series with a research-driven approach.

by Megan Pacholok
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LIVAX

More LIVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ishares Russell 1000 Large-Cap Idx Inv A

58.12 3.1 Bil
—

iShares Core MSCI Total Intl Stk ETF

33.51 1.8 Bil
—

iShares Developed Real Estate Idx K

4.27 226.6 Mil
—

Blackrock Small Cap Index Fund

2.81 148.9 Mil
—

iShares US Long Credit Bond Index

0.72 38.1 Mil
—

iShares TIPS Bond ETF

0.28 14.8 Mil
—

BlackRock Cash Funds Treasury SL Agency

0.25 13.5 Mil
Cash and Equivalents

USD CASH(Alpha Committed)

0.04 2.1 Mil
Cash and Equivalents