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 2050 K LIPKX
- NAV / 1-Day Return 24.06 / −0.50 %
- Total Assets 9.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.090%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.77%
- Turnover 5%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis LIPKX
Will LIPKX 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 | 56.39 | 5.2 Bil | — |
iShares Core MSCI Total Intl Stk ETF | 31.09 | 2.9 Bil | — |
iShares Developed Real Estate Idx K | 4.36 | 405.5 Mil | — |
Blackrock Small Cap Index Fund | 3.71 | 345.4 Mil | — |
iShares US Long Credit Bond Index | 3.04 | 283.0 Mil | — |
iShares TIPS Bond ETF | 1.25 | 116.2 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 0.20 | 18.4 Mil | Cash and Equivalents |
iShares US Long Government Bond Idx | 0.16 | 14.8 Mil | — |
USD CASH(Alpha Committed) | −0.19 | −18.0 Mil | Cash and Equivalents |