Morningstar

BlackRock LifePath® Index 2030 Fund Class K Shares LINKX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $20.04  /  +0.10 %
  • Fund Size $13.0B
  • Adjusted Expense Ratio 0.090%
  • Net Expense Ratio 0.070%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.95%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis LINKX

Will LINKX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LINKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LINKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LINKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A better path to retirement.

Senior Principal Jason Kephart

Jason Kephart

Senior Principal

Summary

BlackRock’s LifePath Index target-date series remains a top-tier choice for retirement savers, led by a team that consistently refines and modernizes the process. It retains all the hallmarks of a first-class target-date lineup yet continues to evolve in meaningful ways.

by Jason Kephart
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LINKX

More LINKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Russell 1000 Index Fund F

31.34 4B
—

iShares Core MSCI Total Intl Stk ETF

17.89 2B
—

iShares US Intermediate Gov Bd Idx

12.72 2B
—

iShares US Securitized Bond Index

9.70 1B
—

iShares 0-5 Year TIPS Bond ETF

7.84 1B
—

iShares US Intermediate Credit Bond Idx

7.42 963M
—

iShares US Long Government Bond Idx

5.70 739M
—

iShares US Long Credit Bond Index

3.01 391M
—

iShares FTSE NAREIT All Eq REIT Idx

1.62 210M
—

iShares Global Infrastructure ETF

1.46 190M
—

Sponsor Center