Skip to Content
Morningstar

BlackRock LifePath ESG Index 2065 Instl LEWIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 12.64  /  −0.39 %
  • Total Assets 3.5 Mil
  • Adj. Expense Ratio
    0.250%
  • 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LEWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A strong management team and sound investment process underpin BlackRock LifePath ESG Index 2065 Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LEWIX

More LEWIX 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 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