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Morningstar

BlackRock LifePath ESG Index 2025 K LEBKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 10.26  /  −0.29 %
  • Total Assets 3.5 Mil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.34%
  • Turnover 22%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:25 AM GMT+0

Morningstar’s Analysis LEBKX

Will LEBKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LEBKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LEBKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LEBKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin BlackRock LifePath ESG Index 2025 K's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LEBKX

More LEBKX Holdings
  • 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
—