The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
BlackRock LifePath ESG Index 2025 Instl LEBIX
- NAV / 1-Day Return 10.29 / −0.19 %
- Total Assets 3.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.250%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.29%
- Turnover 22%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis LEBIX
Will LEBIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares ESG U.S. Aggregate Bond ETF | 49.56 | 1.8 Mil | — |
iShares ESG Aware MSCI USA ETF | 23.65 | 857,372 | — |
iShares TIPS Bond ETF | 7.63 | 276,796 | — |
iShares ESG Aware MSCI EAFE ETF | 7.52 | 272,813 | — |
iShares ESG Aware MSCI EM ETF | 3.25 | 117,865 | — |
iShares ESG Aware MSCI USA Small-Cap ETF | 3.24 | 117,307 | — |
iShares Developed Real Estate Idx K | 2.20 | 79,811 | — |
iShares MSCI EAFE Small-Cap ETF | 1.25 | 45,218 | — |
iShares MSCI Canada ETF | 0.93 | 33,763 | — |
iShares MSCI Emerging Markets Sm-Cp ETF | 0.57 | 20,715 | — |