BlackRock LifePath® Index Retirement Fund Investor A Shares
LIRAX
NASDAQ
Weiss Ratings | LIRAX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Weak | |||
Reward Grade | D+ | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | LIRAX-NASDAQ | Click to Compare |
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Provider | BlackRock | |||
Manager/Tenure (Years) | Christopher Chung (4), Michael Pensky (0), Peter Tsang (0) | |||
Website | http://www.blackrock.com | |||
Fund Information | LIRAX-NASDAQ | Click to Compare |
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Fund Name | BlackRock LifePath® Index Retirement Fund Investor A Shares | |||
Category | Target-Date Retirement | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | May 31, 2011 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | LIRAX-NASDAQ | Click to Compare |
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Dividend Yield | 2.58% | |||
Dividend | LIRAX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.11% | |||
Asset Allocation | LIRAX-NASDAQ | Click to Compare |
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Cash | 0.89% | |||
Stock | 37.46% | |||
U.S. Stock | 25.20% | |||
Non-U.S. Stock | 12.26% | |||
Bond | 59.50% | |||
U.S. Bond | 56.87% | |||
Non-U.S. Bond | 2.63% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 2.14% | |||
Price History | LIRAX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.64% | |||
30-Day Total Return | -1.20% | |||
60-Day Total Return | 0.64% | |||
90-Day Total Return | 1.51% | |||
Year to Date Total Return | 1.45% | |||
1-Year Total Return | 6.92% | |||
2-Year Total Return | 17.63% | |||
3-Year Total Return | 7.63% | |||
5-Year Total Return | 39.74% | |||
Price | LIRAX-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 | LIRAX-NASDAQ | Click to Compare |
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Nav | $13.96 | |||
1-Month Low NAV | $13.85 | |||
1-Month High NAV | $14.14 | |||
52-Week Low NAV | $13.09 | |||
52-Week Low NAV (Date) | Apr 19, 2024 | |||
52-Week High NAV | $14.48 | |||
52-Week High Price (Date) | Sep 27, 2024 | |||
Beta / Standard Deviation | LIRAX-NASDAQ | Click to Compare |
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Beta | 1.25 | |||
Standard Deviation | 10.71 | |||
Balance Sheet | LIRAX-NASDAQ | Click to Compare |
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Total Assets | 13.51B | |||
Operating Ratios | LIRAX-NASDAQ | Click to Compare |
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Expense Ratio | 0.39% | |||
Turnover Ratio | 5.00% | |||
Performance | LIRAX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 9.97% | |||
Last Bear Market Total Return | -9.41% | |||