An innovative group manages the BlackRock LifePath Index target-date series with a research-driven approach.
BlackRock LifePath® Index 2060 Inv A LIZAX
- NAV / 1-Day Return 19.79 / +0.46 %
- Total Assets 3.0 Bil
-
Adj. Expense Ratio
- 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 29, 2024 | 1-Day Return as of Apr 29, 2024, 10:15 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.
People Pillar
Parent Pillar
- 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 |