Morningstar

BlackRock LifePath ESG Index 2060 Fund Investor A LEZAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 18.87  /  +0.32 %
  • Total Assets 19.2M
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.310%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.22%
  • Turnover 13%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:14 AM GMT+0

Morningstar’s Analysis LEZAX

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

  • People Pillar

    The People Pillar is our evaluation of the LEZAX 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 LEZAX’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 2060 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LEZAX

More LEZAX 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

50.98 9M
—

iShares ESG Aware MSCI EAFE ETF

19.94 3M
—

iShares ESG Aware MSCI EM ETF

10.56 2M
—

iShares ESG Aware MSCI USA Small-Cap ETF

5.95 1M
—

iShares Developed Real Estate Idx K

3.95 692,649
—

iShares MSCI EAFE Small-Cap ETF

3.28 574,899
—

iShares MSCI Canada ETF

2.64 463,423
—

iShares MSCI Emerging Markets Sm-Cp ETF

1.50 262,315
—

iShares ESG U.S. Aggregate Bond ETF

0.81 141,621
—

BlackRock Cash Funds Treasury SL Agency

0.26 44,727
Cash and Equivalents

Sponsor Center