BlackRock LifePath ESG Index 2040 K 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 Class K LEKKX
- NAV / 1-Day Return 15.67 / −2.37 %
- Total Assets 29.4M
-
Adj. Expense Ratio
0.200%
- Expense Ratio 0.020%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.75%
- Turnover 20%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:29 AM GMT+0
Morningstar’s Analysis LEKKX
Will LEKKX 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 LEKKX 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 LEKKX’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