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 2055 K LIVKX
- NAV / 1-Day Return 24.78 / +0.08 %
- Total Assets 6.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.090%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.75%
- Turnover 4%
USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 12:20 AM GMT+0
Morningstar’s Analysis LIVKX
Will LIVKX 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 | 58.17 | 3.6 Bil | — |
iShares Core MSCI Total Intl Stk ETF | 32.25 | 2.0 Bil | — |
iShares Developed Real Estate Idx K | 4.37 | 266.7 Mil | — |
Blackrock Small Cap Index Fund | 3.84 | 234.8 Mil | — |
iShares US Long Credit Bond Index | 1.00 | 61.1 Mil | — |
iShares TIPS Bond ETF | 0.32 | 19.6 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 0.20 | 12.2 Mil | Cash and Equivalents |
USD CASH(Alpha Committed) | −0.15 | −8.9 Mil | Cash and Equivalents |