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 2065 Instl LIWIX
- NAV / 1-Day Return 15.65 / −0.45 %
- Total Assets 871.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.140%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2065+
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.92%
- Turnover 8%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis LIWIX
Will LIWIX 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 | 58.37 | 493.7 Mil | — |
iShares Core MSCI Total Intl Stk ETF | 32.25 | 272.8 Mil | — |
iShares Developed Real Estate Idx K | 4.36 | 36.9 Mil | — |
Blackrock Small Cap Index Fund | 3.87 | 32.8 Mil | — |
iShares US Long Credit Bond Index | 0.90 | 7.6 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 0.20 | 1.7 Mil | Cash and Equivalents |
iShares TIPS Bond ETF | 0.11 | 922,020 | — |
USD CASH(Alpha Committed) | −0.07 | −553,859 | Cash and Equivalents |