Morningstar

BlackRock LifePath ESG Index 2065 Fund Investor A LEWAX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $10.88  /  0.00
  • Fund Size $4.2M
  • Adjusted Expense Ratio 0.500%
  • Net Expense Ratio 0.310%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2065
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.14%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis LEWAX

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

  • People Pillar

    The People Pillar is our evaluation of the LEWAX 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 LEWAX’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 2065 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LEWAX

More LEWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 104.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares ESG Aware MSCI USA ETF

53.55 5M
—

iShares ESG Aware MSCI EAFE ETF

20.22 2M
—

iShares ESG Aware MSCI EM ETF

11.27 1M
—

iShares ESG Aware MSCI USA Small-Cap ETF

5.77 567,466
—

iShares Developed Real Estate Idx K

4.07 400,432
—

iShares MSCI EAFE Small-Cap ETF

3.40 334,440
—

iShares MSCI Canada ETF

2.91 285,711
—

iShares MSCI Emerging Markets Sm-Cp ETF

1.72 168,744
—

iShares ESG U.S. Aggregate Bond ETF

1.05 102,910
—

BlackRock Cash Funds Treasury SL Agency

0.30 29,582
Cash and Equivalents

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