On July 9, 2024, BlackRock announced asset allocation changes to its BlackRock LifePath Index series following the release of new research. The upcoming changes do not affect its Morningstar Medalist Rating; the People Pillar remains High, and the Process Pillar sits at Above Average. The new findings stress the importance of inflation protection and are uncharacteristically reactionary for a team that typically stays ahead of the curve.
BlackRock LifePath® Index 2060 K LIZKX
- NAV / 1-Day Return 21.04 / +1.20 %
- Total Assets 3.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.090%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.00%
- Turnover 3%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis LIZKX
Will LIZKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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
|
---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | 58.34 | 1.9 Bil | — |
iShares Core MSCI Total Intl Stk ETF | 32.26 | 1.0 Bil | — |
iShares Developed Real Estate Idx K | 4.30 | 139.8 Mil | — |
Blackrock Small Cap Index Fund | 3.88 | 126.1 Mil | — |
iShares US Long Credit Bond Index | 0.86 | 27.8 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 0.27 | 8.8 Mil | Cash and Equivalents |
iShares TIPS Bond ETF | 0.16 | 5.3 Mil | — |
USD CASH(Alpha Committed) | −0.07 | −2.3 Mil | Cash and Equivalents |