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Nasdaq - Delayed Quote USD

BlackRock LifePath Index 2065 Inv A (LIWAX)

14.96
0.00
(0.00%)
As of 9:16:38 AM EDT. Market Open.

Investment Information

Min Initial Investment
5,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Fidelity Advisor 401(k) I Shares
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Fidelity Advisor 401(k) A Shares
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • UBS Flex

Fund Summary

The fund allocates and reallocates its assets among a combination of equity and bond index funds and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy. It will invest, under normal circumstances, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index 2065 Fund Custom Benchmark.

Fund Overview

Category Target-Date 2065+
Fund Family BlackRock
Net Assets 1.03B
YTD Return -1.32%
Yield 1.64%
Morningstar Rating
Inception Date Oct 30, 2019

Performance & Risk

YTD Return -1.32%
5y Average Return 12.50%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

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