BlackRock LifePath Retirement Portfolio Institutional (STLAX) Research

This fund aims to achieve retirement outcomes by managing investments based on a quantitative assessment of risk. It dynamically allocates and reallocates its capital among a mix of equity, bond, and money market funds (referred to as "underlying funds"), as well as derivatives, with proportions determined by its comprehensive investment strategy. Generally, the fund manager intends to primarily invest in affiliated open-end mutual funds and associated exchange-traded funds (ETFs), some of which may be index-tracking. To further its investment objectives, and when consistent with its strategy, the fund may also engage in transactions involving options, futures, total return swaps, and foreign currency.

Market snapshot

Symbol
STLAX
Price
$10.44
Day change
+0.68%
Market cap
$498.9M
52-week range
9.6-10.48
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Nationwide Mid Cap Market Index Fund Class R (GMXRX)
  • Heartland Mid Cap Value Fund Institutional Class (HNMDX)
  • Heartland Mid Cap Value Fund Investor Class (HRMDX)
  • Manning & Napier Fd, Inc. Pro-Blend Extended Term Srs Cl S (MNBAX)
  • Columbia Large Cap Enhanced Core Fund Class A (NMIAX)
  • VistaShares Target 15 Berkshire Select Income ETF (OMAH)
  • PGIM Jennison MLP Fund Class Z (PRPZX)
  • State Street Institutional Small-Cap Equity Fund Investment Class (SIVIX)

Open BlackRock LifePath Retirement Portfolio Institutional (STLAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.