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BlackRock LifePath Index 2060 K (LIZKX)

19.60 -0.07 (-0.36%)
At close: 8:00 PM EDT
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  • Previous Close 19.67
  • YTD Return 7.51%
  • Expense Ratio 0.14%
  • Category Target-Date 2060+
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.05B
  • Beta (5Y Monthly) 1.34
  • Yield 1.72%
  • 5y Average Return --
  • Holdings Turnover 3.00%
  • Last Dividend 0.39
  • Inception Date Feb 29, 2016

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 2060 Fund Custom Benchmark.

BlackRock

Fund Family

Target-Date 2060+

Fund Category

3.05B

Net Assets

2016-02-29

Inception Date

More about BlackRock LifePath Index 2060 K

Performance Overview: LIZKX

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Trailing returns as of 4/24/2024. Category is Target-Date 2060+.

YTD Return

LIZKX
7.51%
Category
6.10%
 

1-Year Return

LIZKX
22.32%
Category
14.41%
 

3-Year Return

LIZKX
6.40%
Category
4.94%
 

5-Year Return

LIZKX
10.43%
Category
9.53%
 

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Holdings: LIZKX

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Top 6 Holdings (96.19% of Total Assets)

SymbolCompany% Assets
BRGAX
iShares Russell 1000 Large-Cap Idx Inv A 58.22%
IXUS
iShares Core MSCI Total International Stock ETF 32.52%
BKRDX
iShares Developed Real Estate Idx K 4.25%
BLCBX
iShares US Long Credit Bond Index 0.86%
XTSLA
XTSLA 0.19%
TIP
iShares TIPS Bond ETF 0.15%

Sector Weightings

SectorLIZKX
Technology   22.95%
Financial Services   14.69%
Healthcare   10.79%
Industrials   10.51%
Consumer Cyclical   10.41%
Communication Services   7.15%
Real Estate   7.03%
Consumer Defensive   6.04%
Energy   4.11%
Basic Materials   4.04%
Utilities   2.29%
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