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.
BlackRock LifePath® Index Retire K LIRKX
- NAV / 1-Day Return 13.89 / +0.73 %
- Total Assets 7.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.090%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.42%
- Turnover 16%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis LIRKX
Will LIRKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 K | 23.52 | 1.7 Bil | — |
iShares US Intermediate Gov Bd Idx | 20.54 | 1.5 Bil | — |
iShares US Securitized Bond Index | 14.55 | 1.0 Bil | — |
iShares Core MSCI Total Intl Stk ETF | 12.00 | 861.6 Mil | — |
iShares US Intermediate Credit Bond Idx | 8.74 | 627.4 Mil | — |
iShares TIPS Bond ETF | 7.91 | 568.1 Mil | — |
iShares US Long Government Bond Idx | 6.07 | 435.6 Mil | — |
iShares US Long Credit Bond Index | 2.25 | 161.6 Mil | — |
iShares Developed Real Estate Idx K | 2.19 | 157.4 Mil | — |
Blackrock Small Cap Index Fund | 2.12 | 152.1 Mil | — |