Skip to Content
Morningstar

BlackRock LifePath® Index 2060 Inv A LIZAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 19.70  /  +0.87 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.53%
  • Turnover 3%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0

Morningstar’s Analysis LIZAX

Will LIZAX 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 LIZAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LIZAX 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 LIZAX’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 LIZAX

More LIZAX 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

58.22 1.8 Bil
—

iShares Core MSCI Total Intl Stk ETF

32.52 992.3 Mil
—

iShares Developed Real Estate Idx K

4.25 129.7 Mil
—

Blackrock Small Cap Index Fund

3.68 112.3 Mil
—

iShares US Long Credit Bond Index

0.86 26.3 Mil
—

BlackRock Cash Funds Treasury SL Agency

0.19 5.8 Mil
Cash and Equivalents

iShares TIPS Bond ETF

0.15 4.6 Mil
—

USD CASH(Alpha Committed)

0.13 4.0 Mil
Cash and Equivalents