Morningstar

BlackRock LifePath® Index 2040 Fund Investor A Shares LIKAX

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  • NAV / 1-Day Return $25.09  /  −0.28 %
  • Fund Size $15.0B
  • Adjusted Expense Ratio 0.390%
  • Net Expense Ratio 0.360%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.03%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis LIKAX

Will LIKAX outperform in the 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 better path to retirement.

Senior Principal Jason Kephart

Jason Kephart

Senior Principal

Summary

BlackRock’s LifePath Index target-date series remains a top-tier choice for retirement savers, led by a team that consistently refines and modernizes the process. It retains all the hallmarks of a first-class target-date lineup yet continues to evolve in meaningful ways.

by Jason Kephart
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Portfolio Holdings LIKAX

More LIKAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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