About LIWAX
BlackRock LifePath Index 2065 Fund Investor A Shares is a target-date mutual fund crafted to help investors prepare for retirement around the year 2065. As a lifecycle or target-date product, its primary function is to manage investment risk over time, gradually adjusting its mix of global asset classes to become more conservative as the designated retirement date approaches. The fund achieves diversified exposure by allocating assets across a broad selection of underlying index funds and exchange-traded funds, with significant weightings in large-cap U.S. equities, international stocks, and smaller allocations to U.S. small-cap equities, fixed income, and real estate investment trusts. Notable holdings include BlackRock Russell 1000 Index Fund, iShares MSCI Total International Stock ETF, and BlackRock Small Cap Index Fund. Designed for investors seeking professional, risk-adjusted management aligned with a long-term retirement horizon, the fund’s glide path shifts the portfolio away from higher-risk assets as participants near retirement. BlackRock LifePath Index 2065 Fund Investor A Shares holds a standard place among target-date funds in employer-sponsored retirement plans and individual retirement accounts, supporting retirement planning through diversified, systematic asset allocation.
Fund Family BlackRock
Category Target-Date 2065+
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LIWAX
Index Index is not available on Lipper Database
LIWAX had a total return of 26.24% in the past year, including dividends.
Since the fund's inception, the average annual return has been 12.43%.
