Skip to Content
Morningstar

BlackRock LifePath ESG Index 2050 K LEPKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.23  /  0.20 %
  • Total Assets 4.8 Mil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.98%
  • Turnover 14%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis LEPKX

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

People Pillar

The People Pillar is our evaluation of the LEPKX 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 LEPKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin BlackRock LifePath ESG Index 2050 K's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LEPKX

More LEPKX Holdings
  • Current Portfolio Date
  • 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

53.06
2,549,399
—

iShares ESG Aware MSCI EAFE ETF

19.36
930,198
—

iShares ESG Aware MSCI EM ETF

8.26
396,904
—

iShares ESG Aware MSCI USA Small-Cap ETF

4.43
212,982
—

iShares Developed Real Estate Idx K

4.34
208,634
—

iShares MSCI EAFE Small-Cap ETF

3.22
154,933
—

iShares ESG U.S. Aggregate Bond ETF

2.50
120,093
—

iShares MSCI Canada ETF

2.26
108,649
—

iShares MSCI Emerging Markets Sm-Cp ETF

1.43
68,533
—

iShares TIPS Bond ETF

0.90
43,064
—