BlackRock LifePath® Index Retirement Fund Institutional Shares
LIRIX
NASDAQ
| Weiss Ratings | LIRIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LIRIX-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 | LIRIX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock LifePath® Index Retirement Fund Institutional 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 | 2,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LIRIX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.87% | |||
| Dividend | LIRIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.20% | |||
| Asset Allocation | LIRIX-NASDAQ | Click to Compare |
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| Cash | 1.55% | |||
| Stock | 36.91% | |||
| U.S. Stock | 25.33% | |||
| Non-U.S. Stock | 11.58% | |||
| Bond | 59.35% | |||
| U.S. Bond | 56.73% | |||
| Non-U.S. Bond | 2.62% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 2.18% | |||
| Price History | LIRIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.78% | |||
| 30-Day Total Return | 0.07% | |||
| 60-Day Total Return | -0.42% | |||
| 90-Day Total Return | 0.50% | |||
| Year to Date Total Return | 2.10% | |||
| 1-Year Total Return | 8.20% | |||
| 2-Year Total Return | 16.02% | |||
| 3-Year Total Return | 15.47% | |||
| 5-Year Total Return | 28.47% | |||
| Price | LIRIX-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 | LIRIX-NASDAQ | Click to Compare |
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| Nav | $14.06 | |||
| 1-Month Low NAV | $13.31 | |||
| 1-Month High NAV | $14.06 | |||
| 52-Week Low NAV | $13.31 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.52 | |||
| 52-Week High Price (Date) | Sep 27, 2024 | |||
| Beta / Standard Deviation | LIRIX-NASDAQ | Click to Compare |
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| Beta | 1.27 | |||
| Standard Deviation | 10.22 | |||
| Balance Sheet | LIRIX-NASDAQ | Click to Compare |
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| Total Assets | 13.26B | |||
| Operating Ratios | LIRIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.14% | |||
| Turnover Ratio | 39.00% | |||
| Performance | LIRIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.09% | |||
| Last Bear Market Total Return | -9.33% | |||