BlackRock LifePath ESG Index 2035 Inv A (LEJAX)
| Fund Assets | 13.86M |
| Expense Ratio | n/a |
| Min. Investment | $1,000 |
| Turnover | 17.00% |
| Dividend (ttm) | 0.23 |
| Dividend Yield | 1.60% |
| Dividend Growth | -27.04% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 29, 2025 |
| Previous Close | 14.06 |
| YTD Return | 3.00% |
| 1-Year Return | 16.41% |
| 5-Year Return | 38.56% |
| 52-Week Low | 10.95 |
| 52-Week High | 14.15 |
| Beta (5Y) | 0.75 |
| Holdings | 12 |
| Inception Date | Aug 18, 2020 |
About LEJAX
BlackRock LifePath ESG Index 2035 Fund Investor A is a target-date mutual fund designed to help investors plan for retirement around the year 2035. Its primary function is to provide a diversified investment portfolio that automatically shifts its asset allocation to become more conservative as the target date approaches, balancing growth potential and risk management over time. The fund invests predominantly in global index funds that emphasize environmental, social, and governance (ESG) criteria, aiming to optimize exposure to companies with higher ESG ratings while maintaining similar risk and return characteristics to comparable broad market indices. A notable feature of the fund is its commitment to sustainability; it seeks to integrate ESG considerations across its investments, providing transparency and detailed sustainability metrics for investors interested in responsible investing. The fund’s portfolio typically includes a mix of equity and fixed income securities globally, with top holdings in ESG-focused ETFs and a significant portion dedicated to U.S. and international equities, as well as bonds. As investors near retirement, the fund gradually increases its allocation to fixed income assets to help reduce volatility and preserve capital. BlackRock LifePath ESG Index 2035 Fund Investor A plays a significant role in the retirement planning space for individuals seeking an automated, globally diversified, and ESG-integrated investment solution.
Performance
LEJAX had a total return of 16.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.41%.
Top 10 Holdings
| Name | Symbol | Weight |
|---|---|---|
| iShares ESG Aware MSCI USA ETF | ESGU | 32.96% |
| iShares ESG Aware US Aggregate Bond ETF | EAGG | 30.71% |
| iShares ESG Aware MSCI EAFE ETF | ESGD | 12.37% |
| iShares ESG Aware MSCI EM ETF | ESGE | 6.14% |
| iShares TIPS Bond ETF | TIP | 6.04% |
| iShares ESG Aware MSCI USA Small-Cap ETF | ESML | 3.86% |
| iShares Developed Real Estate Index Fund Class K | BKRDX | 3.01% |
| iShares MSCI EAFE Small-Cap ETF | SCZ | 2.14% |
| iShares MSCI Canada ETF | EWC | 1.80% |
| iShares MSCI Emerging Markets Small Cap ETF | EEMS | 0.96% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 29, 2025 | $0.22533 | Dec 30, 2025 |
| Dec 24, 2024 | $0.30882 | Dec 26, 2024 |
| Dec 22, 2023 | $0.13872 | Dec 26, 2023 |
| Sep 29, 2023 | $0.04367 | Oct 2, 2023 |
| Jun 30, 2023 | $0.08285 | Jul 3, 2023 |
| Mar 31, 2023 | $0.02188 | Apr 3, 2023 |