Morningstar

BlackRock LifePath Index 2065 Fund Investor P Shares LIWPX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $20.21  /  0.00
  • Fund Size $2.0B
  • Adjusted Expense Ratio 0.390%
  • Net Expense Ratio 0.370%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Target-Date 2065
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.39%
  • Turnover Ratio 9%
NAV and 1-Day Return as of

Morningstar’s Analysis LIWPX

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

  • People Pillar

    The People Pillar is our evaluation of the LIWPX 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 LIWPX’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 LIWPX

More LIWPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Russell 1000 Index Fund F

57.60 1B
—

iShares Core MSCI Total Intl Stk ETF

37.11 738M
—

Blackrock Small Cap Index Fund

3.24 64M
—

iShares US Long Credit Bond Index

1.00 20M
—

iShares FTSE NAREIT All Eq REIT Idx

0.85 17M
—

BlackRock Cash Funds Treasury SL Agency

0.16 3M
Cash and Equivalents

USD CASH(Alpha Committed)

0.03 625,854
Cash and Equivalents

Sponsor Center