BlackRock LifePath Index 2065 Fund Investor A Shares
LIWAX
NASDAQ
| Weiss Ratings | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | LIWAX-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 | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | BlackRock LifePath Index 2065 Fund Investor A Shares | |||
| Category | Target-Date 2065 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Oct 30, 2019 | |||
| 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 | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.42% | |||
| Dividend | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.91% | |||
| Asset Allocation | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.51% | |||
| Stock | 94.50% | |||
| U.S. Stock | 56.01% | |||
| Non-U.S. Stock | 38.49% | |||
| Bond | 1.01% | |||
| U.S. Bond | 0.85% | |||
| Non-U.S. Bond | 0.16% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.97% | |||
| Price History | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.84% | |||
| 30-Day Total Return | 4.51% | |||
| 60-Day Total Return | 13.34% | |||
| 90-Day Total Return | 9.98% | |||
| Year to Date Total Return | 12.53% | |||
| 1-Year Total Return | 29.55% | |||
| 2-Year Total Return | 46.87% | |||
| 3-Year Total Return | 74.74% | |||
| 5-Year Total Return | 65.27% | |||
| Price | LIWAX-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 | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $20.38 | |||
| 1-Month Low NAV | $19.38 | |||
| 1-Month High NAV | $20.38 | |||
| 52-Week Low NAV | $15.98 | |||
| 52-Week Low NAV (Date) | Jun 02, 2025 | |||
| 52-Week High NAV | $20.38 | |||
| 52-Week High Price (Date) | Jun 01, 2026 | |||
| Beta / Standard Deviation | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.90 | |||
| Standard Deviation | 12.49 | |||
| Balance Sheet | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.86B | |||
| Operating Ratios | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.39% | |||
| Turnover Ratio | 9.00% | |||
| Performance | LIWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 28.33% | |||
| Last Bear Market Total Return | -15.23% | |||