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 Retire K LIRKX
- NAV / 1-Day Return 14.12 / −0.09 %
- Total Assets 7.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.090%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.81%
- Turnover 71%
USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:45 AM GMT+0
Morningstar’s Analysis LIRKX
Will LIRKX 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 | 23.46 | 1.7 Bil | — |
iShares US Intermediate Gov Bd Idx | 20.47 | 1.5 Bil | — |
iShares US Securitized Bond Index | 14.49 | 1.1 Bil | — |
iShares Core MSCI Total Intl Stk ETF | 12.18 | 898.6 Mil | — |
iShares US Intermediate Credit Bond Idx | 8.64 | 637.1 Mil | — |
iShares TIPS Bond ETF | 7.86 | 579.5 Mil | — |
iShares US Long Government Bond Idx | 6.09 | 449.5 Mil | — |
iShares Developed Real Estate Idx K | 2.39 | 176.5 Mil | — |
iShares US Long Credit Bond Index | 2.30 | 169.5 Mil | — |
Blackrock Small Cap Index Fund | 2.01 | 148.2 Mil | — |