Morningstar

BlackRock LifePath® Index Retirement Fund Institutional Shares LIRIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.28  /  +0.20 %
  • Total Assets 12.1B
  • Adj. Expense Ratio
    0.140%
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.35%
  • Turnover 17%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LIRIX

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

  • People Pillar

    The People Pillar is our evaluation of the LIRIX 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 LIRIX’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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LIRIX

More LIRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Russell 1000 Index Fund F

23.11 3B
—

iShares US Intermediate Gov Bd Idx

20.79 3B
—

iShares US Securitized Bond Index

12.67 2B
—

iShares Core MSCI Total Intl Stk ETF

12.22 2B
—

iShares 0-5 Year TIPS Bond ETF

10.39 1B
—

iShares US Long Government Bond Idx

7.18 884M
—

iShares US Intermediate Credit Bond Idx

6.36 784M
—

iShares Enhanced Roll Yield Index

2.29 282M
—

iShares US Long Credit Bond Index

2.26 279M
—

iShares Global Infrastructure ETF

1.56 192M
—

Sponsor Center