BlackRock LifePath® Index 2060 K (LIZKX)

Fund Assets	4.78B
Expense Ratio	0.09%
Min. Investment	$5,000,000
Turnover	12.00%
Dividend (ttm)	0.49
Dividend Yield	1.67%
Dividend Growth	11.87%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 22, 2026

Previous Close	29.55
YTD Return	15.08%
1-Year Return	21.96%
5-Year Return	63.36%
52-Week Low	24.46
52-Week High	29.77
Beta (5Y)	0.95
Holdings	7
Inception Date	Feb 29, 2016

About LIZKX

The BlackRock LifePath Index 2060 Fund Class K is a target-date mutual fund designed to serve as a long-term retirement investment vehicle, specifically for individuals planning to retire around the year 2060. The fund’s primary purpose is to provide for retirement outcomes by allocating investments across a globally diversified mix of equities, fixed income, and real assets, automatically shifting towards a more conservative asset allocation as the target date approaches. This dynamic allocation strategy aims to manage risk over time, giving investors exposure to growth early on while gradually de-risking the portfolio. The BlackRock LifePath Index 2060 Fund is notable for its low expense ratio and broad diversification, investing in underlying index funds that provide exposure to U.S. and international equities, small-cap stocks, real estate, and long-term credit bonds. The fund is well-regarded in the retirement investment space, consistently ranking in the top quartile of its category for both risk-adjusted returns and total performance. Its structure as a target-date fund helps simplify the investment process for individuals focused on long-term, goal-based outcomes, making it a significant tool in individual retirement planning.

• Fund Family: BlackRock
• Category: Target-Date 2060+
• Performance Rating: High
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: LIZKX
• Index: Index is not available on Lipper Database

Performance

LIZKX had a total return of 21.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.30%.

Top Holdings

Name	Symbol	Weight
Blackrock Russell 1000 Index Fund F	n/a	56.74%
iShares Core MSCI Total International Stock ETF	IXUS	37.63%
Blackrock Small Cap Index Fund	n/a	3.52%
iShares US Long Credit Bond Index	BLCBX	1.01%
iShares FTSE NAREIT All Eq REIT Idx	BREBX	0.91%
BlackRock Cash Funds Treasury SL Agency	XTSLA	0.23%
USD CASH(Alpha Committed)	n/a	-0.05%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 22, 2026	$0.01252	Jul 23, 2026
Dec 29, 2025	$0.56456	Dec 30, 2025
Jul 17, 2025	$0.00127	Jul 18, 2025
Dec 24, 2024	$0.43975	Dec 26, 2024
Jun 28, 2024	$0.00022	Jul 1, 2024
Dec 22, 2023	$0.16656	Dec 26, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

Data Sources Report a data error