Morningstar

BlackRock LifePath® Index Retirement Fund Institutional Shares LIRIX

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  • NAV / 1-Day Return$15.41  /  +0.39%
  • Fund Size$11.8B
  • Adjusted Expense Ratio0.140%
  • Net Expense Ratio0.120%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryTarget-Date Retirement
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield3.31%
  • Turnover Ratio17%
NAV and 1-Day Return as of

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

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Portfolio Holdings LIRIX

More LIRIX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings98.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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