BlackRock LifePath® Index 2040 Fund Investor P Shares
LIKPX
NASDAQ
| Weiss Ratings | LIKPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LIKPX-NASDAQ | Click to Compare |
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| Provider | BlackRock | |||
| Manager/Tenure (Years) | Christopher Chung (5), Michael Pensky (0), Peter Tsang (0) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | LIKPX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 1.91% | |||
| Dividend | LIKPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.11% | |||
| Asset Allocation | LIKPX-NASDAQ | Click to Compare |
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| Cash | 1.80% | |||
| Stock | 70.65% | |||
| U.S. Stock | 42.61% | |||
| Non-U.S. Stock | 28.04% | |||
| Bond | 24.10% | |||
| U.S. Bond | 22.44% | |||
| Non-U.S. Bond | 1.66% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 3.44% | |||
| Price History | LIKPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.94% | |||
| 30-Day Total Return | 3.16% | |||
| 60-Day Total Return | 6.40% | |||
| 90-Day Total Return | 5.66% | |||
| Year to Date Total Return | 15.10% | |||
| 1-Year Total Return | 13.37% | |||
| 2-Year Total Return | 44.08% | |||
| 3-Year Total Return | 65.58% | |||
| 5-Year Total Return | 63.71% | |||
| Price | LIKPX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $23.44 | |||
| 1-Month Low NAV | $22.58 | |||
| 1-Month High NAV | $23.44 | |||
| 52-Week Low NAV | $18.59 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.44 | |||
| 52-Week High Price (Date) | Oct 01, 2025 | |||
| Beta / Standard Deviation | LIKPX-NASDAQ | Click to Compare |
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| Beta | 0.80 | |||
| Standard Deviation | 11.63 | |||
| Balance Sheet | LIKPX-NASDAQ | Click to Compare |
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| Total Assets | 14.52B | |||
| Operating Ratios | LIKPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.39% | |||
| Turnover Ratio | 21.00% | |||
| Performance | LIKPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.84% | |||
| Last Bear Market Total Return | -13.73% | |||