A new lead manager oversees the BlackRock LifePath Index target-date series, but we continue to have confidence in the leadership, depth, and resources of the overall team. It continues to earn a Morningstar Analyst Rating of Gold for its cheapest share classes and Silver for its more expensive ones.
BlackRock LifePath® Index 2025 K LIBKX
NAV / 1-Day Return
16.64
/
0.48
%
Total Assets
6.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.090%
Expense Ratio
0.090%
Fee Level
Low
Longest Manager Tenure
10.31
years
Category
Target-Date 2025
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
High / ModerateStatus
Open
TTM Yield
1.73%
Turnover
16%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LIBKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LIBKX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LIBKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of LIBKX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still a first-class target-date series.
