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Morningstar

BlackRock LifePath® Index 2040 Inv A LIKAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 18.93  /  −0.94 %
  • Total Assets 11.7 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.71%
  • Turnover 7%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:12 AM GMT+0

Morningstar’s Analysis LIKAX

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

  • People Pillar

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

More LIKAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—

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iShares US Securitized Bond Index

4.84 563.5 Mil
—

iShares TIPS Bond ETF

4.37 509.1 Mil
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iShares US Long Credit Bond Index

3.89 453.3 Mil
—

iShares Developed Real Estate Idx K

3.75 436.9 Mil
—

iShares US Long Government Bond Idx

2.72 317.2 Mil
—

iShares US Intermediate Gov Bd Idx

2.71 316.1 Mil
—

Blackrock Small Cap Index Fund

2.61 304.6 Mil
—

iShares US Intermediate Credit Bond Idx

2.49 289.7 Mil
—