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 2040 K LIKKX
- NAV / 1-Day Return 21.26 / −0.47 %
- Total Assets 13.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.090%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.79%
- Turnover 7%
USD | NAV as of Oct 01, 2024 | 1-Day Return as of Oct 01, 2024, 10:21 PM GMT+0
Morningstar’s Analysis LIKKX
Will LIKKX 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 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Blackrock Russell 1000 Index Fund | 45.75 | 5.9 Bil | — |
iShares Core MSCI Total Intl Stk ETF | 25.11 | 3.2 Bil | — |
iShares US Securitized Bond Index | 4.89 | 625.2 Mil | — |
iShares TIPS Bond ETF | 4.46 | 570.3 Mil | — |
iShares US Long Credit Bond Index | 3.92 | 500.8 Mil | — |
iShares Developed Real Estate Idx K | 3.83 | 490.3 Mil | — |
Blackrock Small Cap Index Fund | 3.13 | 400.7 Mil | — |
iShares US Intermediate Gov Bd Idx | 3.05 | 390.4 Mil | — |
iShares US Long Government Bond Idx | 2.93 | 374.6 Mil | — |
iShares US Intermediate Credit Bond Idx | 2.87 | 366.9 Mil | — |