Nasdaq - Delayed Quote USD

BlackRock LifePath Index 2040 Fund (LIKPX)

21.04
-0.24
(-1.13%)
At close: 8:01:54 PM EDT
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  • Previous Close 21.28
  • YTD Return 0.34%
  • Expense Ratio 0.39%
  • Category Target-Date 2040
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 12.77B
  • Beta (5Y Monthly) 1.19
  • Yield 2.19%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.45
  • Inception Date May 31, 2011

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 2040 Fund Custom Benchmark.

BlackRock

Fund Family

Target-Date 2040

Fund Category

12.77B

Net Assets

2011-05-31

Inception Date

More about BlackRock LifePath Index 2040 Fund

Performance Overview: LIKPX

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Trailing returns as of 5/20/2025. Category is Target-Date 2040.

YTD Return

LIKPX
0.34%
Category
10.80%
 

1-Year Return

LIKPX
10.79%
Category
33.59%
 

3-Year Return

LIKPX
7.62%
Category
12.99%
 

5-Year Return

LIKPX
10.39%
Category
12.87%
 

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Holdings: LIKPX

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Sector Weightings

SectorLIKPX
Technology   21.25%
Financial Services   16.41%
Industrials   11.39%
Consumer Cyclical   9.67%
Healthcare   9.40%
Communication Services   7.37%
Real Estate   7.27%
Consumer Defensive   5.76%
Energy   4.25%
Basic Materials   3.65%
Utilities   3.58%
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Recent News: LIKPX

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Research Reports: LIKPX

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