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 (5), 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 | 1.71% | |||
Dividend | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 2.14% | |||
Asset Allocation | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 3.47% | |||
Stock | 94.51% | |||
U.S. Stock | 56.81% | |||
Non-U.S. Stock | 37.70% | |||
Bond | 1.00% | |||
U.S. Bond | 0.84% | |||
Non-U.S. Bond | 0.16% | |||
Preferred | 0.01% | |||
Convertible | 0.00% | |||
Other Net | 1.02% | |||
Price History | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | -2.74% | |||
30-Day Total Return | -0.65% | |||
60-Day Total Return | 3.81% | |||
90-Day Total Return | 8.13% | |||
Year to Date Total Return | 9.55% | |||
1-Year Total Return | 17.39% | |||
2-Year Total Return | 35.07% | |||
3-Year Total Return | 48.95% | |||
5-Year Total Return | 77.53% | |||
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 | $16.63 | |||
1-Month Low NAV | $16.63 | |||
1-Month High NAV | $17.12 | |||
52-Week Low NAV | $13.34 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $17.12 | |||
52-Week High Price (Date) | Jul 23, 2025 | |||
Beta / Standard Deviation | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | 0.94 | |||
Standard Deviation | 14.89 | |||
Balance Sheet | LIWKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 1.27B | |||
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% | |||