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Morningstar

BlackRock LifePath ESG Index Ret Inv A LERAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 10.08  /  +0.50 %
  • Total Assets 3.4 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.13%
  • Turnover 12%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:15 PM GMT+0

Morningstar’s Analysis LERAX

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

  • People Pillar

    The People Pillar is our evaluation of the LERAX 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 LERAX’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 Ret Inv A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LERAX

More LERAX Holdings
  • 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

51.88 1.7 Mil
—

iShares ESG Aware MSCI USA ETF

21.99 731,818
—

iShares TIPS Bond ETF

7.90 262,770
—

iShares ESG Aware MSCI EAFE ETF

7.09 235,840
—

iShares ESG Aware MSCI EM ETF

3.20 106,320
—

iShares ESG Aware MSCI USA Small-Cap ETF

3.04 101,288
—

iShares Developed Real Estate Idx K

2.18 72,409
—

iShares MSCI EAFE Small-Cap ETF

1.14 38,048
—

iShares MSCI Canada ETF

0.84 28,059
—

iShares MSCI Emerging Markets Sm-Cp ETF

0.55 18,138
—