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BlackRock LifePath ESG Index 2035 K (LEJKX)

12.76 +0.05 (+0.39%)
At close: 8:00:46 PM EST
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DELL
  • Previous Close 12.71
  • YTD Return 13.98%
  • Expense Ratio 0.20%
  • Category Target-Date 2035
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 4.23M
  • Beta (5Y Monthly) 1.11
  • Yield 0.85%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.28
  • Inception Date Aug 18, 2020

The fund allocates and reallocates its assets among a combination of equity and bond index funds, including those that seek to maximize exposure to companies with higher environmental, social and governance ("ESG") ratings as measured by MSCI, Inc., and money market funds in proportions based on its own comprehensive investment strategy. Under normal circumstances, it invests primarily in affiliated open-end index funds and affiliated ETFs. The fund is designed for investors expecting to retire or to begin withdrawing assets around the year 2035.

BlackRock

Fund Family

Target-Date 2035

Fund Category

4.23M

Net Assets

2020-08-18

Inception Date

Performance Overview: LEJKX

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Trailing returns as of 12/10/2024. Category is Target-Date 2035.

YTD Return

LEJKX
13.98%
Category
9.49%
 

1-Year Return

LEJKX
19.45%
Category
29.95%
 

3-Year Return

LEJKX
4.27%
Category
12.29%
 

5-Year Return

LEJKX
0.00%
Category
12.13%
 

Holdings: LEJKX

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Top 10 Holdings (99.78% of Total Assets)

SymbolCompany% Assets
ESGU
iShares ESG Aware MSCI USA ETF 36.31%
EAGG
iShares ESG U.S. Aggregate Bond ETF 28.23%
ESGD
iShares ESG Aware MSCI EAFE ETF 12.07%
TIP
iShares TIPS Bond ETF 6.05%
ESGE
iShares ESG Aware MSCI EM ETF 5.32%
ESML
iShares ESG Aware MSCI USA Small-Cap ETF 4.32%
BKRDX
iShares Developed Real Estate Idx K 3.10%
SCZ
iShares MSCI EAFE Small-Cap ETF 1.93%
EWC
iShares MSCI Canada ETF 1.52%
EEMS
iShares MSCI Emerging Markets Small-Cap ETF 0.93%

Sector Weightings

SectorLEJKX
Technology   24.71%
Industrials   10.57%
Healthcare   10.21%
Real Estate   7.26%
Energy   3.97%
Utilities   2.51%

Recent News: LEJKX

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Research Reports: LEJKX

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