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Multi Asset

LIKPX

LifePath Index 2040 Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
3.49 8.78 6.96 - 7.41
-1.95 6.85 5.82 - 6.72
Benchmark (%) Index: BlackRock LifePath Index 2040 Custom Benchmark.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 3.73 9.12 7.22 - 7.76
Morningstar Category Avg. (%) Target-Date 2040 2.50 8.58 6.56 8.64 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 43/241 - - - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 1 2 2 - -
Lipper Ranking Rankings are based on total return excluding sales charges. 41/235 - - - -
Lipper Quartile Rankings are based on total return excluding sales charges. 1 - - - -
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. The performance information for periods prior to the inception date of the share class is based on the Fund’s Institutional Shares, adjusted to reflect the fees and expenses applicable to such share class. See the fund prospectus for more details.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Oct 17, 2019 $1,427.4 M
Size of Fund (Millions) as of Oct 17, 2019 $5,669.3 M
Share Class launch date Aug 06, 2018
Asset Class MultiAsset
Morningstar Category Target-Date 2040
Lipper Classification Mixed-Asset Target 2040 Funds
Benchmark Index BlackRock LifePath Index 2040 Custom Benchmark
CUSIP 066923319
Number of Holdings as of Sep 30, 2019 6
Max Offer Price as of Oct 17, 2019 $15.87
Open to New Investors Yes

Ratings

Ratings

Morningstar Analyst Rating

Morningstar Analyst Rating - Gold
Morningstar has awarded the Fund a Gold medal, its highest level of conviction. (Effective Jan 25, 2019) ‡

Holdings

Holdings

as of Sep 30, 2019
Name Weight (%)
BLACKROCK RUSSELL 1000 INDEX FUND 46.89
ISHARES MSCI TOTAL INTL STOCK ETF 35.08
BLACKROCK BOND INDEX FUND 8.12
Name Weight (%)
ISHARES DEVELOPD RL ESTAT CL K 4.38
ISHARES TIPS BOND ETF 2.93
BLACKROCK SMALL CAP INDEX FUND 2.32
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Portfolio Managers

Portfolio Managers

Amy Whitelaw
Head of Americas iShares Equity Portfolio Management

  

Alan Mason
Head of Americas ETF and Index Investment

   

Matthew O’Hara
Co-Head of LifePath

   

Greg Savage
Head of Americas Index Asset Allocation

   

Portfolio Manager

Literature

Literature

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