BlackRock LifePath Index stands above peers thanks to its management team’s dedication to progressive research and the series’ low costs. We have downgraded the series’ Process Pillar rating to Above Average from High due to the inherent limitations of a passive-only target-date fund. The series continues to earn a Morningstar Analyst Rating of Gold for its two cheapest share classes. Its two more-expensive share classes earn Silver ratings.
Will LIVIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LIVIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LIVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LIVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.