The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
BlackRock LifePath ESG Index 2030 K LENKX
- NAV / 1-Day Return 10.91 / 0.00
- Total Assets 4.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.200%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.12%
- Turnover 31%
USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:27 PM GMT+0
Morningstar’s Analysis LENKX
Will LENKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 U.S. Aggregate Bond ETF | 37.46 | 2.3 Mil | — |
iShares ESG Aware MSCI USA ETF | 30.90 | 1.9 Mil | — |
iShares ESG Aware MSCI EAFE ETF | 10.25 | 640,159 | — |
iShares TIPS Bond ETF | 6.72 | 419,758 | — |
iShares ESG Aware MSCI EM ETF | 4.46 | 278,338 | — |
iShares ESG Aware MSCI USA Small-Cap ETF | 3.79 | 236,546 | — |
iShares Developed Real Estate Idx K | 2.54 | 158,328 | — |
iShares MSCI EAFE Small-Cap ETF | 1.69 | 105,634 | — |
iShares MSCI Canada ETF | 1.26 | 78,780 | — |
iShares MSCI Emerging Markets Sm-Cp ETF | 0.74 | 46,492 | — |