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BlackRock LifePath® Index 2045 Instl LIHIX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 18.37  /  0.27 %
  • Total Assets 6.3 Bil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.140%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.97%
  • Turnover 16%

Morningstar’s Analysis LIHIX

Will LIHIX outperform in future?

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

Manager Changes at BlackRock LifePath Index; Ratings Unchanged

null Megan Pacholok

Megan Pacholok

Analyst Note

On Feb. 8, BlackRock announced the transition of Amy Whitelaw, head of Americas portfolio management on its ETF and Index Investments team, to a new non-portfolio-management role within the company. As a result, she’s been removed as a named manager on the BlackRock LifePath Index target-date series and a slew of exchange-traded funds. BlackRock replaced her with Paul Whitehead, co-head of the index equity team. Whitelaw didn’t have any day-to-day responsibilities for the series, nor was she a key contributor to the research underpinning the glide path and asset allocation. Instead, the team relied on her extensive expertise in index investing to supplement its work on this index-based target-date series. We expect Whitehead to fill a similar role on the team, and his deep background in equity trading and indexing should serve investors in this series well going forward. The series retains its High rating for People, and its cheapest share classes continue to earn Morningstar Analyst Ratings of Gold; the more expensive shares earn Silver and Bronze ratings.

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Portfolio Holdings LIHIX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ishares Russell 1000 Large-Cap Idx Inv A

52.19
3,208,229,855

iShares Core MSCI Total Intl Stk ETF

31.80
1,954,520,231

iShares Developed Real Estate Idx K

4.39
270,151,371

iShares US Long Credit Bond Index

4.30
264,586,463

iShares TIPS Bond ETF

2.40
147,649,464

iShares US Securitized Bond Index

2.08
127,787,747

Blackrock Small Cap Index Fund

1.79
110,148,045

iShares US Long Government Bond Idx

0.62
38,256,175

BlackRock Cash Funds Treasury SL Agency

0.21
12,697,156
Cash and Equivalents

iShares US Intermediate Credit Bond Idx

0.09
5,401,926