BlackRock LifePath Index 2065 Fund Institutional Shares
LIWIX
NASDAQ
| Weiss Ratings | LIWIX-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 | LIWIX-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 | LIWIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | BlackRock LifePath Index 2065 Fund Institutional 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 | 2,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LIWIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.57% | |||
| Dividend | LIWIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.73% | |||
| Asset Allocation | LIWIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.05% | |||
| Stock | 97.03% | |||
| U.S. Stock | 59.89% | |||
| Non-U.S. Stock | 37.14% | |||
| Bond | 1.00% | |||
| U.S. Bond | 0.84% | |||
| Non-U.S. Bond | 0.16% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.92% | |||
| Price History | LIWIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.57% | |||
| 30-Day Total Return | -0.48% | |||
| 60-Day Total Return | 0.83% | |||
| 90-Day Total Return | 1.73% | |||
| Year to Date Total Return | 13.62% | |||
| 1-Year Total Return | 15.99% | |||
| 2-Year Total Return | 38.12% | |||
| 3-Year Total Return | 82.82% | |||
| 5-Year Total Return | 68.56% | |||
| Price | LIWIX-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 | LIWIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $20.61 | |||
| 1-Month Low NAV | $20.36 | |||
| 1-Month High NAV | $20.93 | |||
| 52-Week Low NAV | $17.36 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $21.02 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | LIWIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.89 | |||
| Standard Deviation | 11.74 | |||
| Balance Sheet | LIWIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.99B | |||
| Operating Ratios | LIWIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.14% | |||
| Turnover Ratio | 9.00% | |||
| Performance | LIWIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 28.63% | |||
| Last Bear Market Total Return | -15.18% | |||