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.
BlackRock LifePath® Index 2060 Fund Investor A Shares LIZAX
- NAV / 1-Day Return 28.09 / −0.07 %
- Total Assets 5.6B
-
Adj. Expense Ratio
0.390%
- Expense Ratio 0.370%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.45%
- Turnover 10%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:19 AM GMT+0
Morningstar’s Analysis LIZAX
Will LIZAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LIZAX 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 LIZAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 | 55.44 | 3B | — |
iShares Core MSCI Total Intl Stk ETF | 38.81 | 2B | — |
Blackrock Small Cap Index Fund | 3.62 | 195M | — |
iShares US Long Credit Bond Index | 1.01 | 54M | — |
iShares FTSE NAREIT All Eq REIT Idx | 0.97 | 52M | — |
BlackRock Cash Funds Treasury SL Agency | 0.23 | 13M | Cash and Equivalents |
USD CASH(Alpha Committed) | −0.07 | −4M | Cash and Equivalents |
United States