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Morningstar

BlackRock LifePath ESG Index 2040 Instl LEKIX

Morningstar Analyst Rating
Quantitative rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 10.45  /  0.87 %
  • Total Assets 3.5 Mil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.00%
  • Turnover 13%

USD | NAV as of Mar 21, 2023 | 1-Day Return as of Mar 21, 2023, 12:09 AM GMT+0

Morningstar’s Analysis LEKIX

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

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.

Summary

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A strong management team and sound investment process underpin BlackRock LifePath ESG Index 2040 Instl's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LEKIX

More LEKIX Holdings
  • Current Portfolio Date Feb 28, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares ESG Aware MSCI USA ETF

40.89
1,462,948
—

iShares ESG Aware MSCI EAFE ETF

20.86
746,257
—

iShares ESG U.S. Aggregate Bond ETF

15.02
537,193
—

iShares ESG Aware MSCI USA Small-Cap ETF

6.02
215,469
—

iShares TIPS Bond ETF

4.06
145,229
—

iShares Developed Real Estate Idx K

3.84
137,293
—

iShares MSCI EAFE Small-Cap ETF

3.10
110,919
—

iShares ESG Aware MSCI EM ETF

2.99
106,814
—

iShares MSCI Canada ETF

1.86
66,500
—

iShares MSCI Emerging Markets Sm-Cp ETF

1.18
42,165
—