Morningstar

BlackRock LifePath ESG Index 2050 Fund Institutional LEGIX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $11.79  /  −0.42 %
  • Fund Size $9.3M
  • Adjusted Expense Ratio 0.250%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2050
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.58%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis LEGIX

Will LEGIX outperform in the 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 LEGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LEGIX 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 LEGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock LifePath ESG Index 2050 Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings LEGIX

More LEGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares ESG Aware MSCI USA ETF

48.70 15M
—

iShares ESG Aware MSCI EAFE ETF

18.10 6M
—

iShares ESG Aware MSCI EM ETF

10.16 3M
—

iShares ESG Aware MSCI USA Small-Cap ETF

5.24 2M
—

iShares ESG U.S. Aggregate Bond ETF

5.06 2M
—

iShares Developed Real Estate Idx K

3.95 1M
—

iShares MSCI EAFE Small-Cap ETF

3.10 948,464
—

iShares MSCI Canada ETF

2.65 811,982
—

iShares TIPS Bond ETF

1.79 548,734
—

iShares MSCI Emerging Markets Sm-Cp ETF

1.54 470,513
—

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