The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
BlackRock LifePath ESG Index 2065 Instl LEWIX
- NAV / 1-Day Return 12.64 / −0.39 %
- Total Assets 3.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.250%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2065+
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.79%
- Turnover 15%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis LEWIX
Will LEWIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 54.76 | 2.0 Mil | — |
iShares ESG Aware MSCI EAFE ETF | 19.36 | 702,539 | — |
iShares ESG Aware MSCI EM ETF | 8.54 | 310,014 | — |
iShares ESG Aware MSCI USA Small-Cap ETF | 5.20 | 188,568 | — |
iShares Developed Real Estate Idx K | 4.26 | 154,728 | — |
iShares MSCI EAFE Small-Cap ETF | 3.07 | 111,291 | — |
iShares MSCI Canada ETF | 2.27 | 82,402 | — |
iShares MSCI Emerging Markets Sm-Cp ETF | 1.39 | 50,535 | — |
iShares ESG U.S. Aggregate Bond ETF | 0.87 | 31,463 | — |
BlackRock Cash Funds Treasury SL Agency | 0.28 | 10,291 | Cash and Equivalents |