CIT: BlackRock LifePath Index 2040 Fund Fee Class 35 (WBRLNX)
| 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 | 55.54 |
| YTD Return | 9.12% |
| 1-Year Return | 18.50% |
| 5-Year Return | 47.85% |
| 52-Week Low | 47.05 |
| 52-Week High | 56.15 |
| Beta (5Y) | 0.80 |
| 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.
Performance
WBRLNX had a total return of 18.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.03%.