Morningstar

BlackRock LifePath ESG Index 2045 Fund Institutional LEHIX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $11.43  /  +0.79 %
  • Fund Size $16.3M
  • Adjusted Expense Ratio 0.250%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2045
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.01%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis LEHIX

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

  • People Pillar

    The People Pillar is our evaluation of the LEHIX 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 LEHIX’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 2045 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.

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Portfolio Holdings LEHIX

More LEHIX 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

43.88 12M
—

iShares ESG Aware MSCI EAFE ETF

16.18 4M
—

iShares ESG U.S. Aggregate Bond ETF

12.25 3M
—

iShares ESG Aware MSCI EM ETF

9.07 2M
—

iShares ESG Aware MSCI USA Small-Cap ETF

4.75 1M
—

iShares Developed Real Estate Idx K

3.76 1M
—

iShares TIPS Bond ETF

3.43 927,839
—

iShares MSCI EAFE Small-Cap ETF

2.78 753,771
—

iShares MSCI Canada ETF

2.33 631,378
—

iShares MSCI Emerging Markets Sm-Cp ETF

1.36 367,176
—

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