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Morningstar

BlackRock LifePath® Index 2050 K LIPKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 22.81  /  +1.15 %
  • Total Assets 8.9 Bil
  • Adj. Expense Ratio
    0.090%
  • Expense Ratio 0.090%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.05%
  • Turnover 5%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LIPKX

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

  • People Pillar

    The People Pillar is our evaluation of the LIPKX 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 LIPKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BlackRock LifePath Index's Upcoming Allocation Changes; Ratings Unchanged

null Megan Pacholok

Megan Pacholok

Analyst Note

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.

by Megan Pacholok
Published on

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Portfolio Holdings LIPKX

More LIPKX 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

56.22 4.9 Bil
—

iShares Core MSCI Total Intl Stk ETF

31.05 2.7 Bil
—

iShares Developed Real Estate Idx K

4.33 380.4 Mil
—

Blackrock Small Cap Index Fund

3.76 330.5 Mil
—

iShares US Long Credit Bond Index

3.02 265.6 Mil
—

iShares TIPS Bond ETF

1.27 112.1 Mil
—

BlackRock Cash Funds Treasury SL Agency

0.24 21.4 Mil
Cash and Equivalents

iShares US Long Government Bond Idx

0.16 13.8 Mil
—

USD CASH(Alpha Committed)

−0.04 −3.8 Mil
Cash and Equivalents