On July 9, 2024, BlackRock announced asset allocation changes to its BlackRock LifePath Index series following the release of new research. The upcoming changes do not affect its Morningstar Medalist Rating; the People Pillar remains High, and the Process Pillar sits at Above Average. The new findings stress the importance of inflation protection and are uncharacteristically reactionary for a team that typically stays ahead of the curve.
BlackRock LifePath® Index 2025 Instl LIBIX
- NAV / 1-Day Return 15.69 / +0.71 %
- Total Assets 6.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.140%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.38%
- Turnover 16%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis LIBIX
Will LIBIX 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 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | 24.34 | 1.6 Bil | — |
iShares US Intermediate Gov Bd Idx | 18.47 | 1.2 Bil | — |
iShares US Securitized Bond Index | 14.12 | 930.1 Mil | — |
iShares Core MSCI Total Intl Stk ETF | 12.79 | 842.8 Mil | — |
iShares US Intermediate Credit Bond Idx | 9.60 | 632.6 Mil | — |
iShares TIPS Bond ETF | 7.82 | 515.1 Mil | — |
iShares US Long Government Bond Idx | 6.29 | 414.4 Mil | — |
iShares Developed Real Estate Idx K | 2.19 | 144.4 Mil | — |
iShares US Long Credit Bond Index | 2.15 | 141.7 Mil | — |
Blackrock Small Cap Index Fund | 2.14 | 141.2 Mil | — |