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BlackRock LifePath® Index 2040 Instl LIKIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 19.07  /  +0.95 %
  • Total Assets 11.6 Bil
  • Adj. Expense Ratio
    0.140%
  • Expense Ratio 0.140%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.88%
  • Turnover 7%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis LIKIX

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

  • People Pillar

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

More LIKIX 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

Ishares Russell 1000 Large-Cap Idx Inv A

45.95 5.5 Bil
—

iShares Core MSCI Total Intl Stk ETF

25.41 3.1 Bil
—

iShares US Securitized Bond Index

4.88 585.9 Mil
—

iShares TIPS Bond ETF

4.43 532.4 Mil
—

iShares US Long Credit Bond Index

3.89 467.7 Mil
—

iShares Developed Real Estate Idx K

3.77 453.2 Mil
—

Blackrock Small Cap Index Fund

3.10 372.8 Mil
—

iShares US Long Government Bond Idx

2.84 341.1 Mil
—

iShares US Intermediate Gov Bd Idx

2.81 338.1 Mil
—

iShares US Intermediate Credit Bond Idx

2.69 322.7 Mil
—