BlackRock LifePath ESG Index 2060 Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
BlackRock LifePath ESG Index 2060 Fund Institutional LEZIX
- NAV / 1-Day Return 18.66 / 0.00
- Total Assets 18.9M
-
Adj. Expense Ratio
0.250%
- Expense Ratio 0.060%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.46%
- Turnover 13%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:25 PM GMT+0
Morningstar’s Analysis LEZIX
Will LEZIX 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 LEZIX 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 LEZIX’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 | 50.63 | 8M | — |
iShares ESG Aware MSCI EAFE ETF | 20.07 | 3M | — |
iShares ESG Aware MSCI EM ETF | 10.64 | 2M | — |
iShares ESG Aware MSCI USA Small-Cap ETF | 5.91 | 984,931 | — |
iShares Developed Real Estate Idx K | 4.09 | 681,583 | — |
iShares MSCI EAFE Small-Cap ETF | 3.27 | 545,258 | — |
iShares MSCI Canada ETF | 2.70 | 449,989 | — |
iShares MSCI Emerging Markets Sm-Cp ETF | 1.53 | 254,333 | — |
iShares ESG U.S. Aggregate Bond ETF | 0.80 | 132,754 | — |
BlackRock Cash Funds Treasury SL Agency | 0.30 | 50,358 | Cash and Equivalents |
United States