LIWKX – BlackRock LifePath® Index 2065 K Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund allocates and reallocates its assets among a combination of equity and bond index funds and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. It will invest, under normal circumstances, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index 2065 Fund Custom Benchmark.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LIWAX	BlackRock LifePath Index 2065 Fund Investor A Shares	No Load	Open			Oct 30, 2019	$13.18M	0.390%	Below Average	$1,000	$4.76M
LIWIX	BlackRock LifePath Index 2065 Fund Institutional Shares	Institutional	Open			Oct 30, 2019	$48.22M	0.140%	Low	$2M	−$12.01M
LIWPX	BlackRock LifePath Index 2065 Fund Investor P Shares	Front Load	Open			Oct 30, 2019	$23.07M	0.390%	Low	$1,000	$3.90M
LIWKX	BlackRock LifePath® Index 2065 Fund Class K Shares	Retirement, Large	Open			Oct 30, 2019	$1.92B	0.090%	Low	$5M	$313.98M

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