BlackRock LifePath Index 2065 Fund Investor P Shares
LIWPX
NASDAQ
Weiss Ratings | LIWPX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | LIWPX-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 | LIWPX-NASDAQ | Click to Compare |
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Fund Name | BlackRock LifePath Index 2065 Fund Investor P 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 | 0.05 | |||
Back End Fee | -- | |||
Dividends and Shares | LIWPX-NASDAQ | Click to Compare |
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Dividend Yield | 1.66% | |||
Dividend | LIWPX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.17% | |||
Asset Allocation | LIWPX-NASDAQ | Click to Compare |
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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 | LIWPX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.81% | |||
30-Day Total Return | 1.52% | |||
60-Day Total Return | -0.19% | |||
90-Day Total Return | -1.85% | |||
Year to Date Total Return | 1.18% | |||
1-Year Total Return | 11.18% | |||
2-Year Total Return | 32.98% | |||
3-Year Total Return | 32.20% | |||
5-Year Total Return | 87.64% | |||
Price | LIWPX-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 | LIWPX-NASDAQ | Click to Compare |
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Nav | $15.33 | |||
1-Month Low NAV | $13.31 | |||
1-Month High NAV | $15.33 | |||
52-Week Low NAV | $13.31 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $16.03 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | LIWPX-NASDAQ | Click to Compare |
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Beta | 0.92 | |||
Standard Deviation | 15.87 | |||
Balance Sheet | LIWPX-NASDAQ | Click to Compare |
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Total Assets | 1.06B | |||
Operating Ratios | LIWPX-NASDAQ | Click to Compare |
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Expense Ratio | 0.39% | |||
Turnover Ratio | 10.00% | |||
Performance | LIWPX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 15.82% | |||
Last Bear Market Total Return | -15.24% | |||