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BlackRock LifePath Index Retire K (LIRKX)

13.16 +0.06 (+0.46%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 13.10
  • YTD Return 2.57%
  • Expense Ratio 0.14%
  • Category Target-Date Retirement
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 7.43B
  • Beta (5Y Monthly) 0.83
  • Yield 2.16%
  • 5y Average Return --
  • Holdings Turnover 16.00%
  • Last Dividend 0.35
  • Inception Date May 31, 2011

The fund allocates and reallocates its assets among a combination of equity and bond index funds and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. It will invest, under normal circumstances, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index Retirement Fund Custom Benchmark.

BlackRock

Fund Family

Target-Date Retirement

Fund Category

7.43B

Net Assets

2011-05-31

Inception Date

Performance Overview: LIRKX

Trailing returns as of 4/22/2024. Category is Target-Date Retirement.

YTD Return

LIRKX
2.57%
Category
3.58%
 

1-Year Return

LIRKX
9.31%
Category
12.52%
 

3-Year Return

LIRKX
1.05%
Category
7.60%
 

5-Year Return

LIRKX
4.75%
Category
6.39%
 

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Holdings: LIRKX

Top 9 Holdings (97.49% of Total Assets)

SymbolCompany% Assets
BRGKX
iShares Russell 1000 Large-Cap Idx K 23.35%
BIGBX
iShares US Intermediate Gov Bd Idx 19.77%
BISBX
iShares US Securitized Bond Index 14.61%
IXUS
iShares Core MSCI Total International Stock ETF 12.28%
BICBX
iShares US Intermediate Credit Bond Idx 9.16%
TIP
iShares TIPS Bond ETF 7.84%
BLGBX
iShares US Long Government Bond Idx 6.09%
BKRDX
iShares Developed Real Estate Idx K 2.22%
BLCBX
iShares US Long Credit Bond Index 2.17%

Sector Weightings

SectorLIRKX
Technology   22.84%
Healthcare   10.67%
Industrials   10.29%
Real Estate   8.36%
Energy   4.03%
Utilities   2.24%

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