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BlackRock LifePath® Index 2060 Inv A LIZAX

Analyst rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 16.62  /  1.28 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.48%
  • Turnover 9%

Morningstar’s Analysis LIZAX

Will LIZAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Manager Changes at BlackRock LifePath Index; Ratings Unchanged

Senior Analyst

Analyst Note


On Feb. 8, BlackRock announced the transition of Amy Whitelaw, head of Americas portfolio management on its ETF and Index Investments team, to a new non-portfolio-management role within the company. As a result, she’s been removed as a named manager on the BlackRock LifePath Index target-date series and a slew of exchange-traded funds. BlackRock replaced her with Paul Whitehead, co-head of the index equity team. Whitelaw didn’t have any day-to-day responsibilities for the series, nor was she a key contributor to the research underpinning the glide path and asset allocation. Instead, the team relied on her extensive expertise in index investing to supplement its work on this index-based target-date series. We expect Whitehead to fill a similar role on the team, and his deep background in equity trading and indexing should serve investors in this series well going forward. The series retains its High rating for People, and its cheapest share classes continue to earn Morningstar Analyst Ratings of Gold; the more expensive shares earn Silver and Bronze ratings.

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Portfolio Holdings LIZAX

  • Current Portfolio Date Feb 28, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD

Ishares Russell 1000 Large-Cap Idx Inv A


iShares Core MSCI Total Intl Stk ETF


iShares Developed Real Estate Idx K


Blackrock Small Cap Index Fund


iShares US Long Credit Bond Index


BlackRock Cash Funds Treasury SL Agency

Cash and Equivalents

iShares TIPS Bond ETF


USD CASH(Alpha Committed)

Cash and Equivalents