About LIVKX
BlackRock LifePath Index 2055 Fund Class K is a target-date mutual fund designed primarily for investors planning to retire around the year 2055. Its purpose is to help participants accumulate assets for retirement through a diversified, index-based investment approach. The fund strategically allocates its assets across a broad mix of global equities, bonds, real estate, and cash, with the allocation becoming more conservative as the 2055 target date approaches to help manage risk as retirement nears.
At its core, the fund invests heavily in large-cap U.S. stocks, international equities, and small-cap stocks, mainly through index funds such as BlackRock Russell 1000 Index Fund, iShares Core MSCI Total International Stock ETF, and BlackRock Small Cap Index Fund. This structure provides exposure to both domestic and global markets. The fund is actively managed in terms of asset allocation, following a “glide path” that systematically reduces equity exposure and increases bond and cash allocations as the target year gets closer.
With low expenses, annual rebalancing, and a transparent investment process, BlackRock LifePath Index 2055 Fund Class K plays a significant role in retirement planning, particularly within employer-sponsored retirement plans and individual retirement accounts. It is tailored to deliver age-appropriate risk and performance for long-term investors seeking a streamlined, all-in-one retirement solution.
Fund Family BlackRock
Category Target-Date 2055
Performance Rating High
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol LIVKX
Index Index is not available on Lipper Database
LIVKX had a total return of 16.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.28%.
