BlackRock LifePath® Index 2065 Fund Class K Shares
LIWKX
NASDAQ
| Weiss Ratings | LIWKX-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 | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | BlackRock | |||
| Manager/Tenure (Years) | Christopher Chung (4), Michael Pensky (0), Peter Tsang (0) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | BlackRock LifePath® Index 2065 Fund Class K 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 | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.90% | |||
| Dividend | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.17% | |||
| Asset Allocation | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.26% | |||
| Stock | 95.63% | |||
| U.S. Stock | 61.81% | |||
| Non-U.S. Stock | 33.82% | |||
| Bond | 1.06% | |||
| U.S. Bond | 0.89% | |||
| Non-U.S. Bond | 0.17% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.05% | |||
| Price History | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 3.90% | |||
| 30-Day Total Return | 11.61% | |||
| 60-Day Total Return | 4.24% | |||
| 90-Day Total Return | 0.00% | |||
| Year to Date Total Return | 5.07% | |||
| 1-Year Total Return | 11.96% | |||
| 2-Year Total Return | 37.49% | |||
| 3-Year Total Return | 41.48% | |||
| 5-Year Total Return | 96.33% | |||
| Price | LIWKX-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 | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $15.95 | |||
| 1-Month Low NAV | $14.13 | |||
| 1-Month High NAV | $15.95 | |||
| 52-Week Low NAV | $13.34 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.10 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.93 | |||
| Standard Deviation | 15.91 | |||
| Balance Sheet | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.06B | |||
| Operating Ratios | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.09% | |||
| Turnover Ratio | 10.00% | |||
| Performance | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.08% | |||
| Last Bear Market Total Return | -15.23% | |||