Skip to Content
Morningstar

BlackRock LifePath® Index 2030 K LINKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 16.15  /  −0.80 %
  • Total Assets 11.9 Bil
  • Adj. Expense Ratio
    0.090%
  • Expense Ratio 0.090%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.07%
  • Turnover 10%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:12 AM GMT+0

Morningstar’s Analysis LINKX

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

  • People Pillar

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

More LINKX Holdings
  • 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

32.55 3.9 Bil
—

iShares Core MSCI Total Intl Stk ETF

18.29 2.2 Bil
—

iShares US Securitized Bond Index

10.66 1.3 Bil
—

iShares US Intermediate Gov Bd Idx

9.71 1.2 Bil
—

iShares US Intermediate Credit Bond Idx

6.96 836.8 Mil
—

iShares TIPS Bond ETF

6.91 831.1 Mil
—

iShares US Long Government Bond Idx

5.80 697.2 Mil
—

iShares US Long Credit Bond Index

3.93 472.0 Mil
—

iShares Developed Real Estate Idx K

2.56 307.5 Mil
—

Blackrock Small Cap Index Fund

2.48 298.5 Mil
—