Nasdaq - Delayed Quote USD

BlackRock LifePath ESG Index 2055 Inv A (LEVAX)

12.82 0.00 (0.00%)
As of 8:42 AM EDT. Market Open.

Top 10 Holdings (99.81% of Total Assets)

SymbolCompany% Assets
ESGU
iShares ESG Aware MSCI USA ETF 54.66%
ESGD
iShares ESG Aware MSCI EAFE ETF 18.92%
ESGE
iShares ESG Aware MSCI EM ETF 8.15%
ESML
iShares ESG Aware MSCI USA Small-Cap ETF 5.93%
BKRDX
iShares Developed Real Estate Idx K 4.18%
SCZ
iShares MSCI EAFE Small-Cap ETF 3.04%
EWC
iShares MSCI Canada ETF 2.24%
EEMS
iShares MSCI Emerging Markets Small-Cap ETF 1.38%
EAGG
iShares ESG U.S. Aggregate Bond ETF 0.99%
TIP
iShares TIPS Bond ETF 0.31%
Get Quotes for Top Holdings

Sector Weightings

SectorLEVAX
Technology   23.38%
Financial Services   14.54%
Industrials   10.89%
Healthcare   10.77%
Consumer Cyclical   10.35%
Real Estate   6.77%
Communication Services   6.76%
Consumer Defensive   6.10%
Energy   4.53%
Basic Materials   3.85%
Utilities   2.07%

Overall Portfolio Composition (%)

Cash 0.70%
Stocks 97.99%
Bonds 1.26%
Others 0.05%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.76%
AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
Other 0.00%

Equity Holdings

Average LEVAX Category Average
Price/Earnings 0.05 22.66
Price/Book 0.37 2.79
Price/Sales 0.51 2.08
Price/Cashflow 0.07 14.07
Median Market Cap 81,007.54 67,491.51
3 Year Earnings Growth 19.39 11.77

Bond Holdings

Average LEVAX Category Average
Maturity -- 8.1
Duration -- 6.61
Credit Quality -- --

Performance & Risk

YTD Return 3.14%
5y Average Return 0.00%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.37
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family BlackRock
Net Assets 4.42M
YTD Return 7.00%
Yield 1.59%
Morningstar Rating
Inception Date Aug 18, 2020

Fund Summary

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 2055.

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