BlackRock LifePath ESG Index 2065 Fund Institutional
LEWIX
NASDAQ
| Weiss Ratings | LEWIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LEWIX-NASDAQ | Click to Compare |
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| Provider | BlackRock | |||
| Manager/Tenure (Years) | Christopher Chung (4), Peter Tsang (0) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | LEWIX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock LifePath ESG Index 2065 Fund Institutional | |||
| Category | Target-Date 2065+ | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 18, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LEWIX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.87% | |||
| Dividend | LEWIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.25% | |||
| Asset Allocation | LEWIX-NASDAQ | Click to Compare |
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| Cash | 0.21% | |||
| Stock | 98.64% | |||
| U.S. Stock | 64.23% | |||
| Non-U.S. Stock | 34.41% | |||
| Bond | 1.03% | |||
| U.S. Bond | 0.94% | |||
| Non-U.S. Bond | 0.09% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.12% | |||
| Price History | LEWIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.91% | |||
| 30-Day Total Return | 1.50% | |||
| 60-Day Total Return | -0.14% | |||
| 90-Day Total Return | -1.80% | |||
| Year to Date Total Return | 1.07% | |||
| 1-Year Total Return | 10.92% | |||
| 2-Year Total Return | 32.76% | |||
| 3-Year Total Return | 31.88% | |||
| 5-Year Total Return | -- | |||
| Price | LEWIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LEWIX-NASDAQ | Click to Compare |
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| Nav | $14.12 | |||
| 1-Month Low NAV | $12.25 | |||
| 1-Month High NAV | $14.12 | |||
| 52-Week Low NAV | $12.25 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.90 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | LEWIX-NASDAQ | Click to Compare |
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| Beta | 0.95 | |||
| Standard Deviation | 16.22 | |||
| Balance Sheet | LEWIX-NASDAQ | Click to Compare |
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| Total Assets | 4.50M | |||
| Operating Ratios | LEWIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.25% | |||
| Turnover Ratio | 11.00% | |||
| Performance | LEWIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.90% | |||
| Last Bear Market Total Return | -15.54% | |||