BlackRock LifePath® Index 2060 Fund Investor A Shares
LIZAX
NASDAQ
| Weiss Ratings | LIZAX-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 | LIZAX-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 | LIZAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | BlackRock LifePath® Index 2060 Fund Investor A Shares | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Feb 29, 2016 | |||
| 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 | LIZAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.54% | |||
| Dividend | LIZAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.26% | |||
| Asset Allocation | LIZAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.53% | |||
| Stock | 95.38% | |||
| U.S. Stock | 57.88% | |||
| Non-U.S. Stock | 37.50% | |||
| Bond | 1.01% | |||
| U.S. Bond | 0.85% | |||
| Non-U.S. Bond | 0.16% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.06% | |||
| Price History | LIZAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.04% | |||
| 30-Day Total Return | 4.60% | |||
| 60-Day Total Return | 5.57% | |||
| 90-Day Total Return | 17.19% | |||
| Year to Date Total Return | 10.82% | |||
| 1-Year Total Return | 14.63% | |||
| 2-Year Total Return | 34.15% | |||
| 3-Year Total Return | 58.33% | |||
| 5-Year Total Return | 78.38% | |||
| Price | LIZAX-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 | LIZAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $23.85 | |||
| 1-Month Low NAV | $22.72 | |||
| 1-Month High NAV | $23.85 | |||
| 52-Week Low NAV | $18.90 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.85 | |||
| 52-Week High Price (Date) | Jul 17, 2025 | |||
| Beta / Standard Deviation | LIZAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.92 | |||
| Standard Deviation | 15.25 | |||
| Balance Sheet | LIZAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 4.30B | |||
| Operating Ratios | LIZAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.39% | |||
| Turnover Ratio | 12.00% | |||
| Performance | LIZAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 15.80% | |||
| Last Bear Market Total Return | -15.23% | |||