Nasdaq - Delayed Quote USD

BlackRock LifePath Smart Beta 2055 Fund Institutional Shares (BLLIX)

10.35 -0.00 (-0.05%)
At close: September 25 at 8:00 PM EDT

Investment Information

Min Initial Investment
2,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • JPMorgan
  • Raymond James
  • Raymond James WRAP Eligible
  • DailyAccess Corporation RTC
  • Fidelity Advisor 401(k) I Shares
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • Pershing Retirement Plan Network

Fund Summary

The investment seeks to provide for retirement outcomes based on quantitatively measured risk. In pursuit of its investment objective, the fund, which is a fund of funds, allocates and reallocates its assets among a combination of equity, fixed income and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. Under normal circumstances, the manager intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds ("ETFs"), some of which may be index funds. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2055.

Fund Overview

Category Target-Date 2055
Fund Family BlackRock
Net Assets 8.96M
YTD Return -8.44%
Yield 2.31%
Morningstar Rating
Inception Date Feb 28, 2013

Performance & Risk

YTD Return 8.62%
5y Average Return 6.16%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.52
Morningstar Risk Rating

Related Tickers