BlackRock LifePath® Index 2060 Fund Class K Shares
LIZKX
NASDAQ
| Weiss Ratings | LIZKX-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 | LIZKX-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 | LIZKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | BlackRock LifePath® Index 2060 Fund Class K 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 | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LIZKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.05% | |||
| Dividend | LIZKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.17% | |||
| Asset Allocation | LIZKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.27% | |||
| Stock | 95.61% | |||
| U.S. Stock | 61.75% | |||
| Non-U.S. Stock | 33.86% | |||
| Bond | 1.06% | |||
| U.S. Bond | 0.89% | |||
| Non-U.S. Bond | 0.17% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.06% | |||
| Price History | LIZKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 3.89% | |||
| 30-Day Total Return | 11.61% | |||
| 60-Day Total Return | 4.27% | |||
| 90-Day Total Return | 0.04% | |||
| Year to Date Total Return | 5.09% | |||
| 1-Year Total Return | 11.98% | |||
| 2-Year Total Return | 37.52% | |||
| 3-Year Total Return | 41.51% | |||
| 5-Year Total Return | 97.19% | |||
| Price | LIZKX-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 | LIZKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $22.67 | |||
| 1-Month Low NAV | $20.08 | |||
| 1-Month High NAV | $22.67 | |||
| 52-Week Low NAV | $18.96 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.91 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | LIZKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.93 | |||
| Standard Deviation | 15.90 | |||
| Balance Sheet | LIZKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.80B | |||
| Operating Ratios | LIZKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.09% | |||
| Turnover Ratio | 12.00% | |||
| Performance | LIZKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.05% | |||
| Last Bear Market Total Return | -15.17% | |||