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LIFEPATH INDEX RETIREMENT FUND

Built for Retirement

Retirement is a series of big decisions: When will you be ready? How will you live? Where will you live? How will you tap your savings? BlackRock’s LifePath® Index funds are designed to help. They are built specifically for retirement and designed to simplify many of your investment decisions. By choosing LifePath, you’ll be invested in a diversified mix of global and U.S.-based stocks and bonds that adjusts automatically to become more conservative as you near retirement. They are designed to build your savings early on, reduce risk later, and provide a balance of growth and income in retirement.

What year will you retire?

Is This Fund a Good Fit?

The LifePath Index Retirement Fund is designed for investors who:

  • Are interested in a simple and low-cost way to invest for retirement.
  • Want a fund that is specifically designed to manage retirement investing.
  • Want to balance growth and income as they enter retirement.

Confidence in retirement

LifePath® is designed to deliver an appropriate level of risk and return at every stage of life. Our goal is help you stay confident and on track, so that as your balance grows and retirement is in view, we increase the focus on steady returns and a solid foundation for your ultimate goal of building retirement income.

Curious how an investment could have grown?

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, the investment would be worth

Designed specifically for retirement investors

The fund invests in an evolving mix of stocks and bonds designed to meet your retirement needs. The result is a careful balance of risk and return from the day you begin your career all the way through your retirement.

Asset Class Breakdown

as of Sep 30, 2019

Type Fund Benchmark Net
Fixed Income 58.12 60.00 -1.88
Equity 39.85 40.00 -0.15
Net Derivatives 0.00 0.00 0.00
Cash 2.03 0.00 2.02
Other 0.00 0.00 0.00

% of Current Market Value

Please refer to the LIRIX product page for full list of exposures.

Top holdings

as of Sep 30, 2019

Name Weight (%)
BLACKROCK BOND INDEX FUND 51.74
BLACKROCK RUSSELL 1000 INDEX FUND 22.27
ISHARES MSCI TOTAL INTL STOCK ETF 12.35
Name Weight (%)
ISHARES TIPS BOND ETF 7.99
BLACKROCK SMALL CAP INDEX FUND 3.32
ISHARES DEVELOPD RL ESTAT CL K 2.03

Your fees are low – what’s the catch?

We know you worked hard for your retirement savings. So we invest in index funds to help keep your costs low. The money you pay in fees gives you access to some of the most experienced teams in the industry and our powerful Aladdin investment platform - to help you stay diversified, manage risk and keep your savings on track.

What's behind your fee?*:

  • 100+ professionals dedicated to help people reach their retirement goals.
  • 25 years’ experience managing target date funds through more economic cycles than any other fund in its category with the company that invented the target date fund.
  • 7 different asset classes that deliver comprehensive diversification.
  • 1 research-backed portfolio that evolves over time to help reduce your risk as you near retirement.

*Data as of March 31, 2019

Start the Conversation

This fund may be an excellent addition to an investment portfolio. Before investing, it's always a good idea to check with your financial advisor to be sure that you are meeting your financial goals.