Multi Asset

LIRPX

LifePath Index Retirement Fund

Overview

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Performance

Performance

Growth of Hypothetical $10,000

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Distributions

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  1y 3y 5y 10y
-6.46 4.51 3.44 4.09
-11.37 2.65 2.34 3.53
Benchmark (%) -6.16 4.90 3.80 4.48
Morningstar Category Avg. (%) -4.90 3.87 2.94 3.40
Morningstar Ranking 149/156 57/139 - -
Morningstar Quartile 4 2 1 1
Lipper Ranking 138/146 66/129 - -
Lipper Quartile 4 3 - -
  YTD 1m 3m 1y 3y 5y 10y
4.53 2.35 4.53 -6.46 14.15 18.45 49.32
-0.96 -3.03 -0.96 -11.37 8.16 12.23 41.44
Benchmark (%) 4.44 2.32 4.44 -6.16 15.44 20.48 55.01
Morningstar Category Avg. (%) 3.88 2.11 3.88 -4.90 12.08 15.57 39.70
  2018 2019 2020 2021 2022
Total Return (%) -3.74 15.52 11.90 6.61 -15.49
Benchmark (%) -3.47 16.05 12.00 7.06 -15.05
Morningstar Category Avg. (%) -3.16 12.85 9.03 5.51 -12.74
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.

Key Facts

Key Facts

Size of Class (Millions) as of May 30, 2023 $1,882.4 M
Size of Fund (Millions) as of May 30, 2023 $7,271.3 M
Share Class launch date Aug 06, 2018
Asset Class MultiAsset
Morningstar Category Target-Date Retirement
Lipper Classification Mixed-Asset Target Today Funds
Benchmark Index BlackRock LifePath Index Retirement Custom Benchmark (USD)
CUSIP 066923368
Distribution Frequency Quarterly
Number of Holdings as of Apr 28, 2023 18
Max Offer Price as of May 30, 2023 $13.34
Open to New Investors Yes
Turnover Percent in the Annual Report 71%

Sustainability Characteristics

Sustainability Characteristics

To be included in MSCI ESG Fund Ratings, 65% (or 50% for bond funds and money market funds) of the fund’s gross weight must come from securities with ESG coverage by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. MSCI Ratings are currently unavailable for this fund.

Business Involvement

Business Involvement

Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments.


Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe. For more information regarding a fund's investment strategy, please see the fund's prospectus.


Review the MSCI methodology behind the Business Involvement metrics, using links below.

MSCI - Controversial Weapons as of Apr 28, 2023 0.34%
MSCI - UN Global Compact Violators as of Apr 28, 2023 0.21%
MSCI - Nuclear Weapons as of Apr 28, 2023 0.25%
MSCI - Thermal Coal as of Apr 28, 2023 0.13%
MSCI - Civilian Firearms as of Apr 28, 2023 0.05%
MSCI - Oil Sands as of Apr 28, 2023 0.10%
MSCI - Tobacco as of Apr 28, 2023 0.32%

Business Involvement Coverage as of Apr 28, 2023 51.98%
Percentage of Fund not covered as of Apr 28, 2023 48.02%
BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.35% and for Oil Sands 1.06%.

Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above.


Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. This information should not be used to produce comprehensive lists of companies without involvement. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research.

Fees

Fees

as of current prospectus
Gross Expense Ratio 0.43%
Net Expense Ratio 0.43%

Ratings

Ratings

Lipper Leader

 
 
 
 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Apr 30, 2023 out of 129, 4,430, 129, 27 and 129 Funds, respectively in Lipper's Mixed-Asset Target Today Funds classification.

Morningstar Analyst Rating

Morningstar Analyst Rating - Silver
Morningstar has awarded the Fund a Silver medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Dec 20, 2022)

Holdings

Holdings

as of Apr 28, 2023
Name Weight (%)
BLACKROCK RUSSELL 1000 INDEX FUND 22.42
iShares U.S. Int Gov Bnd Idx Fd 17.63
iShares U.S. Secur Bond Index Fd 15.42
ISHARES MSCI TOTAL INTL STOCK ETF 12.58
iShares U.S Int Credit Bd Idx Fd 9.23
Name Weight (%)
ISHARES TIPS BOND ETF 7.96
iShares U.S. Lg Gov Bnd Index Fd 7.04
BLACKROCK SMALL CAP INDEX FUND 2.98
iShares U.S. Lg Credit Bd Idx Fd 2.34
ISHARES DEVELOPD RL ESTAT CL K 2.19
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Portfolio Managers

Portfolio Managers

Christopher Chung
Head of Asset Allocation and Custom Strategies for LifePath

  

Lisa O'Connor
Global Head of Model Portfolio Solutions and the Deputy CIO for Solutions

  

Greg Savage
Head of Americas Index Asset Allocation

   

Paul Whitehead
Paul Whitehead
Portfolio Manager

Literature

Literature

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