Multi Asset

LIVAX

LifePath Index 2055 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.
-8.08 6.35 5.02 - 6.58
Benchmark (%) Index: BlackRock LifePath Index 2055 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. -8.11 6.60 5.27 - 6.91
Morningstar Category Avg. (%) Target-Date 2055 -5.80 10.86 6.67 12.12 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 85/219 78/180 18/116 - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 2 3 1 - -
Lipper Category Avg. (%) Mixed-Asset Target 2055+ -8.54 6.16 4.34 10.04 -
Lipper Ranking Rankings are based on total return excluding sales charges. 157/400 121/260 19/115 - -
Lipper Quartile Rankings are based on total return excluding sales charges. 2 2 1 - -
  YTD 1m 3m 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.
-8.08 -7.05 -11.73 -8.08 20.29 27.72 - 62.17
Benchmark (%) Index: BlackRock LifePath Index 2055 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. -8.11 -7.04 -11.81 -8.11 21.15 29.30 - 65.93
Morningstar Category Avg. (%) Target-Date 2055 7.73 7.73 1.97 -5.80 36.23 38.13 213.84 -
Lipper Category Avg. (%) Mixed-Asset Target 2055+ -8.54 -6.92 -12.27 -8.54 19.65 23.73 161.24 -
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.

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 Mar 22, 2019 $49.5 M
Size of Fund (Millions) as of Mar 22, 2019 $1,008.3 M
Share Class launch date May 31, 2011
Asset Class MultiAsset
Morningstar Category Target-Date 2055
Lipper Classification Mixed-Asset Target 2055+
Benchmark Index BlackRock LifePath Index 2055 Custom Benchmark
CUSIP 066923657
Max Offer Price as of Mar 22, 2019 $15.31
Open to New Investors Yes
Turnover Percent as of Feb 28, 2019 5%

Ratings

Ratings

Morningstar Rating

4
Overall Morningstar Rating for LifePath Index 2055 Fund, Class A, as of Feb 28, 2019 rated against 180 Target-Date 2055 Funds.

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 Jan 31, 2019 out of 259, 4,622, 260, 51 and 260 Funds, respectively in Lipper's Mixed-Asset Target 2055+ classification.

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 Feb 28, 2019
Name Weight (%)
BLACKROCK RUSSELL 1000 INDEX FUND 50.02
ISHARES MSCI TOTAL INTL STOCK ETF 32.74
ISHARES DEVELOPD RL ESTAT CL K 14.44
Name Weight (%)
BLACKROCK SMALL CAP INDEX FUND 1.73
BLACKROCK BOND INDEX FUND 0.99

Exposure Breakdowns

Exposure Breakdowns

as of Feb 28, 2019

% of Market Value

Type Fund
as of Feb 28, 2019

% of Market Value

Type Fund
Allocations subject to change.
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.
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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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