BlackRock LifePath ESG Index Ret 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 Retirement Fund Class K LERKX
- NAV / 1-Day Return 11.78 / −0.67 %
- Total Assets 14.3M
-
Adj. Expense Ratio
0.200%
- Expense Ratio 0.060%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.38%
- Turnover 22%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LERKX
Will LERKX 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 LERKX 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 LERKX’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 U.S. Aggregate Bond ETF | 51.46 | 7M | — |
iShares ESG Aware MSCI USA ETF | 21.20 | 3M | — |
iShares ESG Aware MSCI EAFE ETF | 7.63 | 1M | — |
iShares TIPS Bond ETF | 7.62 | 1M | — |
iShares ESG Aware MSCI EM ETF | 4.02 | 562,591 | — |
iShares ESG Aware MSCI USA Small-Cap ETF | 2.56 | 358,441 | — |
iShares Developed Real Estate Idx K | 2.33 | 326,000 | — |
iShares MSCI EAFE Small-Cap ETF | 1.29 | 180,136 | — |
iShares MSCI Canada ETF | 1.04 | 145,269 | — |
iShares MSCI Emerging Markets Sm-Cp ETF | 0.63 | 87,468 | — |
United States