Morningstar

BlackRock LifePath ESG Index Retirement Fund Institutional LERIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.88  /  0.00
  • Total Assets 14.4M
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.110%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.34%
  • Turnover 22%

USD | NAV as of Aug 19, 2026 | 1-Day Return as of Aug 19, 2026, 12:30 PM GMT+0

Morningstar’s Analysis LERIX

Will LERIX outperform in the 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 LERIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock LifePath ESG Index Ret Instl 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LERIX

More LERIX 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

51.77 7M
—

iShares ESG Aware MSCI USA ETF

21.57 3M
—

iShares TIPS Bond ETF

7.74 1M
—

iShares ESG Aware MSCI EAFE ETF

7.16 1M
—

iShares ESG Aware MSCI EM ETF

3.98 569,104
—

iShares ESG Aware MSCI USA Small-Cap ETF

2.48 354,876
—

iShares Developed Real Estate Idx K

2.26 323,725
—

iShares MSCI EAFE Small-Cap ETF

1.25 178,690
—

iShares MSCI Canada ETF

1.00 143,062
—

iShares MSCI Emerging Markets Sm-Cp ETF

0.60 86,287
—

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