Morningstar

BlackRock LifePath ESG Index 2040 K LEKKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 13.58  /  −0.15 %
  • Total Assets 10.4 Mil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.10%
  • Turnover 22%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LEKKX

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

  • People Pillar

    The People Pillar is our evaluation of the LEKKX 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 LEKKX’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 2040 K's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LEKKX

More LEKKX 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

43.15 4.4 Mil
—

iShares ESG U.S. Aggregate Bond ETF

17.48 1.8 Mil
—

iShares ESG Aware MSCI EAFE ETF

14.63 1.5 Mil
—

iShares ESG Aware MSCI EM ETF

6.14 627,176
—

iShares ESG Aware MSCI USA Small-Cap ETF

4.89 499,660
—

iShares TIPS Bond ETF

4.42 450,940
—

iShares Developed Real Estate Idx K

3.88 396,611
—

iShares MSCI EAFE Small-Cap ETF

2.35 239,646
—

iShares MSCI Canada ETF

1.75 178,601
—

iShares MSCI Emerging Markets Sm-Cp ETF

1.06 107,759
—

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