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 2035 K LIJKX
- NAV / 1-Day Return 19.65 / +0.31 %
- Total Assets 10.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.090%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.79%
- Turnover 8%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis LIJKX
Will LIJKX 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 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Blackrock Russell 1000 Index Fund | 39.12 | 3.9 Bil | — |
iShares Core MSCI Total Intl Stk ETF | 21.37 | 2.2 Bil | — |
iShares US Securitized Bond Index | 7.65 | 769.4 Mil | — |
iShares US Intermediate Gov Bd Idx | 6.27 | 630.5 Mil | — |
iShares TIPS Bond ETF | 5.87 | 590.4 Mil | — |
iShares US Intermediate Credit Bond Idx | 5.09 | 512.5 Mil | — |
iShares US Long Government Bond Idx | 4.46 | 449.1 Mil | — |
iShares US Long Credit Bond Index | 4.00 | 402.4 Mil | — |
iShares Developed Real Estate Idx K | 3.29 | 330.7 Mil | — |
Blackrock Small Cap Index Fund | 2.85 | 286.7 Mil | — |