BlackRock LifePath ESG Index 2055 Inv A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
BlackRock LifePath ESG Index 2055 Fund Investor A LEVAX
- NAV / 1-Day Return 18.85 / +1.51 %
- Total Assets 21.5M
-
Adj. Expense Ratio
0.500%
- Expense Ratio 0.310%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.10%
- Turnover 13%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:10 AM GMT+0
Morningstar’s Analysis LEVAX
Will LEVAX 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 LEVAX 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 LEVAX’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 Aware MSCI USA ETF | 50.11 | 10M | — |
iShares ESG Aware MSCI EAFE ETF | 19.78 | 4M | — |
iShares ESG Aware MSCI EM ETF | 10.59 | 2M | — |
iShares ESG Aware MSCI USA Small-Cap ETF | 5.83 | 1M | — |
iShares Developed Real Estate Idx K | 4.22 | 855,292 | — |
iShares MSCI EAFE Small-Cap ETF | 3.15 | 637,792 | — |
iShares MSCI Canada ETF | 2.65 | 536,835 | — |
iShares MSCI Emerging Markets Sm-Cp ETF | 1.50 | 303,371 | — |
iShares ESG U.S. Aggregate Bond ETF | 1.43 | 288,868 | — |
iShares TIPS Bond ETF | 0.55 | 110,444 | — |
United States