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Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Get our overall rating based on a fundamental assessment of the pillars below. Jason Kephart. Senior Analyst. A new lead manager oversees the BlackRock LifePath Index target-date series, but we continue to have confidence in the leadership, depth, and resources of the overall team.
It continues to earn a Morningstar Analyst Rating of Gold for its cheapest share classes and Silver for its more expensive ones. Unlock lirix full analysis with Morningstar Premium.
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Expense Ratio Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Expense Ratio. Fee Level.
Longest Manager Tenure. Target-Date Retirement. Investment Style. TTM Yield. Start a Day Free Trial. Process Pillar. Unlock Rating. People Pillar.
Parent Pillar. Summary Jason Kephart Jan 6, All Funds by Classification. Asset Class U. Sponsor Center. Transparency is our policy. Learn how it impacts everything we do. How we make money. How we use your personal data. How we approach editorial content.Lirix
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BlackRock LifePath Index Retirement Fund;Institutional