In the 30 years since BlackRock introduced LifePath®, our goal has remained the same: helping you guide your clients and their participants successfully into retirement.
We'll support you with digital tools, research, and insight to help you meet your clients' needs and create confidence that you have helped them make the right choice for them.
We help you build your retirement practice by helping plan sponsors select an appropriate target date fund with a range of investment implementation options, advanced analytic tools and robust participant education resources.
Our empirical research helps us precisely evaluate every stage of the glidepath to help manage risk and optimize retirement outcomes.
Post-Retirement - What allocation provides a more sustainable retirement income for today’s longer retirements?
Help your clients achieve their own unique vision and retirement objectives
A choice of implementations, each build on the same deeply researched strategic foundation.
Equally important to BlackRock’s commitment to excellence in investing is our commitment to helping you bring value to your clients as they navigate the important task of selecting a target date fund for their plan.
The Morningstar Analyst Rating™ is not a credit or risk rating. It is an evaluation performed by Morningstar’s Manager Research Group based on five pillars: process, performance, people, parent, and price. This evaluation determines how they believe funds are likely to perform relative to a benchmark over the long term on a risk-adjusted basis. They consider quantitative and qualitative factors. For active funds, an Analyst Rating of Gold, Silver or Bronze reflects the expectation that the fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. The Analyst Ratings are overseen by an Analyst Rating Committee and are monitored and reevaluated at least every 14 months. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to https://www.morningstar.com/content/dam/marketing/shared/pdfs/Research/962834.pdf. The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. BlackRock provides compensation in connection with obtaining or using third-party ratings, rankings, or data.
Morningstar has awarded LifePath Index K share and Institutional share classes a Gold medal, its highest level of conviction. (Latest rating as of 12/20/22). Morningstar has awarded LifePath Dynamic K share class a Silver medal. (Latest rating as of 1/23/23).
The LifePath Funds may be offered as mutual funds. You should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. The prospectuses and, if available, the summary prospectuses contain this and other information about the funds and are available, along with information on other BlackRock funds, by calling 800-882-0052 or at blackrock.com. The prospectuses and, if available, the summary prospectuses should be read carefully before investing.
Investing involves risk, including possible loss of principal. Asset allocation models and diversification do not promise any level of performance or guarantee against loss of principal. Investment in the funds is subject to the risks of the underlying funds. The principal value of the funds is not guaranteed at any time, including at and after the target date. The target date in the fund’s name is the approximate date an investor plans to start withdrawing money.
The LifePath products are covered by US patent 8,645,254. Other patents pending.
Prepared by BlackRock Investments, LLC, member FINRA.
Not FDIC Insured • May Lose Value • No Bank Guarantee
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