Multi Asset

LIQPX

LifePath Index 2020 Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y
-4.21 4.35 3.63 -
-9.27 2.49 2.52 -
Benchmark (%) Index: BlackRock LifePath Index 2020 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. -3.83 4.79 4.06 -
Morningstar Category Avg. (%) Target-Date 2020 -2.27 7.05 4.61 8.75
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 Mar 25, 2019 $1,609.9 M
Size of Fund (Millions) as of Mar 25, 2019 $4,580.8 M
Share Class launch date Aug 06, 2018
Asset Class MultiAsset
Morningstar Category Target-Date 2020
Lipper Classification Mixed-Asset Target 2020 Funds
Benchmark Index BlackRock LifePath Index 2020 Custom Benchmark
CUSIP 066923350
Number of Holdings as of Feb 28, 2019 3
Max Offer Price as of Mar 25, 2019 $13.36
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 Feb 28, 2019
Name Weight (%)
BLACKROCK BOND INDEX FUND 47.23
BLACKROCK RUSSELL 1000 INDEX FUND 24.94
ISHARES MSCI TOTAL INTL STOCK ETF 15.21
Name Weight (%)
ISHARES TIPS BOND ETF 7.92
BLACKROCK SMALL CAP INDEX FUND 3.69
ISHARES DEVELOPD RL ESTAT CL K 1.02

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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