CIT: BlackRock LifePath Index 2040 Fund Fee Class 35 (WBRLNX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

57.05

+0.15 (0.26%)

At close: Aug 27, 2026

17.47% (1Y)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	56.90
YTD Return	11.16%
1-Year Return	17.16%
5-Year Return	47.33%
52-Week Low	48.33
52-Week High	57.18
Beta (5Y)	0.81
Holdings	n/a
Inception Date	n/a

About WBRLNX

BlackRock LifePath Index 2040 Fund Class 35 is a target-date retirement fund designed for investors planning to begin withdrawing assets around 2040. It pursues outcomes by allocating across a diversified mix of global equity and fixed income index strategies, with a glidepath that gradually reduces equity exposure and increases bond and inflation-sensitive assets as the target date approaches. The fund typically holds broad U.S. large-cap, small-cap, and international equities alongside U.S. investment-grade government, credit, securitized bonds, Treasury inflation-protected securities, and listed real estate, using index funds and ETFs to keep costs low and maintain style consistency. Its construction seeks to closely track a custom benchmark for the 2040 cohort, emphasizing transparent, rules-based building blocks and periodic rebalancing. Within the target-date landscape, it serves as a core, age-based solution for defined contribution plans and individual retirement accounts, offering an integrated, professionally managed allocation that evolves over time to balance growth potential in early years with greater capital preservation considerations nearing retirement.

Stock Exchange NASDAQ

Ticker Symbol WBRLNX

Performance

WBRLNX had a total return of 17.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.11%.