What is a Lifepath index 2035 fund?

The Fund will invests its assets in securities that are components of or have economic characteristics similar to the securities included in its custom benchmark index, the LifePath Index 2035 Fund Custom Benchmark. LIJIX | A complete BlackRock LifePath Index 2035 Fund;Institutional mutual fund overview by MarketWatch.

Does Blackrock's new asset allocation change affect Morningstar Medalist rating?

On July 9, 2024, BlackRock announced asset allocation changes to its BlackRock LifePath Index series following the release of new research. The upcoming changes do not affect its Morningstar Medalist Rating; the People Pillar remains High, and the Process Pillar sits at Above Average.

How did the 2060 vintage perform in 2023?

For example, during the first quarter of 2020, the 2060 vintage lost 22%, 1.3 percentage points more than its category average, and trailed 79% of peers. However, in 2023 through November it gained 15.4% outpacing 91% of peers. It’s critical to evaluate expenses, as they come directly out of returns.