BlackRock LifePath® Index 2055 Fund Investor A Shares
LIVAX
NASDAQ
Weiss Ratings | LIVAX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | LIVAX-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 | LIVAX-NASDAQ | Click to Compare |
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Fund Name | BlackRock LifePath® Index 2055 Fund Investor A Shares | |||
Category | Target-Date 2055 | |||
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 | LIVAX-NASDAQ | Click to Compare |
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Dividend Yield | 1.77% | |||
Dividend | LIVAX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.18% | |||
Asset Allocation | LIVAX-NASDAQ | Click to Compare |
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Cash | 3.25% | |||
Stock | 95.15% | |||
U.S. Stock | 61.43% | |||
Non-U.S. Stock | 33.72% | |||
Bond | 1.54% | |||
U.S. Bond | 1.30% | |||
Non-U.S. Bond | 0.24% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.06% | |||
Price History | LIVAX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.87% | |||
30-Day Total Return | 1.50% | |||
60-Day Total Return | -0.20% | |||
90-Day Total Return | -1.81% | |||
Year to Date Total Return | 1.24% | |||
1-Year Total Return | 11.19% | |||
2-Year Total Return | 33.43% | |||
3-Year Total Return | 32.14% | |||
5-Year Total Return | 88.44% | |||
Price | LIVAX-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 | LIVAX-NASDAQ | Click to Compare |
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Nav | $24.32 | |||
1-Month Low NAV | $21.12 | |||
1-Month High NAV | $24.32 | |||
52-Week Low NAV | $21.12 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $25.52 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | LIVAX-NASDAQ | Click to Compare |
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Beta | 0.92 | |||
Standard Deviation | 15.86 | |||
Balance Sheet | LIVAX-NASDAQ | Click to Compare |
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Total Assets | 6.35B | |||
Operating Ratios | LIVAX-NASDAQ | Click to Compare |
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Expense Ratio | 0.39% | |||
Turnover Ratio | 13.00% | |||
Performance | LIVAX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 15.80% | |||
Last Bear Market Total Return | -15.25% | |||