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Morningstar

BlackRock LifePath ESG Index 2055 Instl LEEIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.87  /  −0.16 %
  • Total Assets 4.3 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.75%
  • Turnover 14%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis LEEIX

Will LEEIX 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 LEEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LEEIX 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 LEEIX’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 2055 Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 LEEIX

More LEEIX 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 Aware MSCI USA ETF

54.66 2.4 Mil
—

iShares ESG Aware MSCI EAFE ETF

18.92 837,856
—

iShares ESG Aware MSCI EM ETF

8.15 360,976
—

iShares ESG Aware MSCI USA Small-Cap ETF

5.93 262,641
—

iShares Developed Real Estate Idx K

4.18 185,055
—

iShares MSCI EAFE Small-Cap ETF

3.04 134,703
—

iShares MSCI Canada ETF

2.24 99,030
—

iShares MSCI Emerging Markets Sm-Cp ETF

1.38 61,263
—

iShares ESG U.S. Aggregate Bond ETF

0.99 43,672
—

iShares TIPS Bond ETF

0.31 13,856
—