About LIKKX
BlackRock LifePath Index 2040 Fund Class K is a target-date mutual fund structured to provide a diversified investment solution for individuals planning to retire around the year 2040. The fund employs a dynamic asset allocation strategy, progressively shifting its portfolio from higher-risk, growth-oriented investments like equities to more conservative holdings such as fixed income and money market instruments as the target date approaches. This transition helps manage market, longevity, inflation, and behavioral risks over an investor's lifecycle. The portfolio is broadly diversified globally, holding assets such as large-cap U.S. and international equities, U.S. government and credit bonds, securitized debt, and real estate, primarily through investments in index-based vehicles. Managed using a disciplined, quantitatively driven approach, the fund aims to efficiently balance return potential with risk management. It offers a cost-effective structure with a notably low net expense ratio, and its allocation methodology is periodically reviewed and updated in accordance with BlackRock’s latest research. The fund’s primary role is to serve as a comprehensive, professionally managed retirement investment solution that automatically adjusts to the evolving risk profile of investors nearing retirement.
Fund Family BlackRock
Category Target-Date 2040
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LIKKX
Index Index is not available on Lipper Database
LIKKX had a total return of 16.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.81%.
