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BlackRock LifePath Index 2025 Instl (LIBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
14.04-0.14 (-0.99%)
At close: 08:00PM EDT

BlackRock LifePath Index 2025 Instl

San Francisco CA 94105

400 Howard Street

BlackRock Funds III

Management Information
,Lead Manager since February 7, 2023
Paul Whitehead, Managing Director, is the Co-Head of Index Equity with responsibility for Global Portfolio Engineering, Index Asset Allocation, Investment Process & Platform, and Transition Management (TRIM) within BlackRock's ETF and Index Investments group. Mr. Whitehead's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to assuming his current role , Mr. Whitehead was Global Head of Equity Trading, Global Head of Transition Management and Head of Americas Equity Trading.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date 2025
Fund FamilyBlackRock
Net Assets6.42B
YTD Return5.23%
Morningstar Rating★★★
Inception DateMay 30, 2011

Fund Operations

Last Dividend0.18
Last Cap Gain7.00
Holdings Turnover64.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLIBIXCategory Average
Annual Report Expense Ratio (net)0.14%0.44%
Prospectus Net Expense Ratio0.14%N/A
Prospectus Gross Expense Ratio0.19%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.47%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A