BlackRock LifePath® Index 2060 Fund Institutional Shares
LIZIX
NASDAQ
| Weiss Ratings | LIZIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | LIZIX-NASDAQ | Click to Compare |
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| Provider | BlackRock | |||
| Manager/Tenure (Years) | Christopher Chung (5), Michael Pensky (1), Peter Tsang (1) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | LIZIX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock LifePath® Index 2060 Fund Institutional 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 | 2,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LIZIX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.78% | |||
| Dividend | LIZIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.78% | |||
| Asset Allocation | LIZIX-NASDAQ | Click to Compare |
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| Cash | 3.46% | |||
| Stock | 94.44% | |||
| U.S. Stock | 56.35% | |||
| Non-U.S. Stock | 38.09% | |||
| Bond | 1.00% | |||
| U.S. Bond | 0.84% | |||
| Non-U.S. Bond | 0.16% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.09% | |||
| Price History | LIZIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.20% | |||
| 30-Day Total Return | -2.92% | |||
| 60-Day Total Return | -3.66% | |||
| 90-Day Total Return | -1.35% | |||
| Year to Date Total Return | -0.62% | |||
| 1-Year Total Return | 26.23% | |||
| 2-Year Total Return | 31.76% | |||
| 3-Year Total Return | 59.11% | |||
| 5-Year Total Return | 55.20% | |||
| Price | LIZIX-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 | LIZIX-NASDAQ | Click to Compare |
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| Nav | $25.52 | |||
| 1-Month Low NAV | $24.57 | |||
| 1-Month High NAV | $26.52 | |||
| 52-Week Low NAV | $18.95 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.15 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | LIZIX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 10.85 | |||
| Balance Sheet | LIZIX-NASDAQ | Click to Compare |
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| Total Assets | 5.22B | |||
| Operating Ratios | LIZIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.14% | |||
| Turnover Ratio | 10.00% | |||
| Performance | LIZIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.01% | |||
| Last Bear Market Total Return | -15.18% | |||