CIT: BlackRock LifePath Index 2040 Fund Fee Class S (WBRPCX)

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	55.04
YTD Return	9.23%
1-Year Return	11.99%
5-Year Return	n/a
52-Week Low	48.47
52-Week High	56.35
Beta (5Y)	0.81
Holdings	n/a
Inception Date	n/a

About WBRPCX

BlackRock LifePath Index 2040 Fund Class S is a target-date mutual fund tailored for investors planning to retire around the year 2040. Its primary function is to provide an adaptive retirement investment solution that automatically adjusts asset allocations over time, becoming more conservative as the target date nears. This fund invests in a diversified mix of index-based equity, fixed income, and money market vehicles, including large-cap U.S. stocks, international equities, various bond types, and specialty asset classes such as real estate and infrastructure. Allocation shifts follow a predetermined glide path that seeks to manage risks associated with market fluctuations, longevity, inflation, and investor behavior. The fund features professional management and broad global exposure, with holdings concentrated in passively managed instruments designed for cost effectiveness and transparency. The BlackRock LifePath Index 2040 Fund Class S plays a significant role in retirement planning by serving as a comprehensive, all-in-one investment solution, suitable for individuals who want a disciplined, low-touch approach to accumulating retirement assets and transitioning into retirement income.

• Stock Exchange: Nasdaq
• Ticker Symbol: WBRPCX

Performance

WBRPCX had a total return of 11.99% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.72%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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