BlackRock LifePath® Index 2040 Fund Investor P Shares
LIKPX
NASDAQ
| Weiss Ratings | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | BlackRock | |||
| Manager/Tenure (Years) | Christopher Chung (6), Michael Pensky (1), Peter Tsang (1) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | BlackRock LifePath® Index 2040 Fund Investor P Shares | |||
| Category | Target-Date 2040 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 06, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.06% | |||
| Dividend | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.82% | |||
| Asset Allocation | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.63% | |||
| Stock | 74.30% | |||
| U.S. Stock | 46.18% | |||
| Non-U.S. Stock | 28.12% | |||
| Bond | 22.25% | |||
| U.S. Bond | 20.77% | |||
| Non-U.S. Bond | 1.48% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 2.82% | |||
| Price History | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.03% | |||
| 30-Day Total Return | -0.15% | |||
| 60-Day Total Return | -2.18% | |||
| 90-Day Total Return | -0.23% | |||
| Year to Date Total Return | 7.95% | |||
| 1-Year Total Return | 8.92% | |||
| 2-Year Total Return | 27.16% | |||
| 3-Year Total Return | 62.21% | |||
| 5-Year Total Return | 39.51% | |||
| Price | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $25.04 | |||
| 1-Month Low NAV | $25.04 | |||
| 1-Month High NAV | $25.37 | |||
| 52-Week Low NAV | $22.52 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $25.87 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.74 | |||
| Standard Deviation | 9.98 | |||
| Balance Sheet | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 15.02B | |||
| Operating Ratios | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.39% | |||
| Turnover Ratio | 16.00% | |||
| Performance | LIKPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.06% | |||
| Last Bear Market Total Return | -13.73% | |||