BlackRock LifePath ESG Index 2040 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.
BlackRock LifePath ESG Index 2040 Fund Institutional LEKIX
- NAV / 1-Day Return 15.72 / +0.38 %
- Total Assets 29.5M
-
Adj. Expense Ratio
0.250%
- Expense Ratio 0.070%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.76%
- Turnover 20%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LEKIX
Will LEKIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LEKIX 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 LEKIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 | 38.22 | 11M | — |
iShares ESG U.S. Aggregate Bond ETF | 20.50 | 6M | — |
iShares ESG Aware MSCI EAFE ETF | 14.67 | 4M | — |
iShares ESG Aware MSCI EM ETF | 8.00 | 2M | — |
iShares TIPS Bond ETF | 4.80 | 1M | — |
iShares ESG Aware MSCI USA Small-Cap ETF | 4.55 | 1M | — |
iShares Developed Real Estate Idx K | 3.40 | 957,332 | — |
iShares MSCI EAFE Small-Cap ETF | 2.40 | 675,825 | — |
iShares MSCI Canada ETF | 2.05 | 576,800 | — |
iShares MSCI Emerging Markets Sm-Cp ETF | 1.19 | 336,652 | — |
United States