About LEJIX
BlackRock LifePath ESG Index 2035 Fund Institutional Shares is a target-date mutual fund designed to help investors prepare for retirement around the year 2035, aligning its strategy with quantitatively measured risk as that date approaches. As a diversified fund, it primarily invests in a blend of index-based equity and bond holdings, with a significant focus on environmental, social, and governance (ESG) criteria. The fund dynamically shifts its allocation, becoming more conservative as the target date nears, thereby aiming to reduce risk for investors approaching retirement. Major holdings include ESG-screened U.S. and international equity ETFs, U.S. aggregate and inflation-protected bond ETFs, and real estate securities, reflecting a commitment to broad diversification and responsible investing practices. Its portfolio construction emphasizes holdings with strong ESG profiles while maintaining risk and return characteristics similar to standard benchmark indices. The fund caters to institutional investors, boasting a low expense ratio and a disciplined, rules-based investment approach. In the broader market, it serves as a core solution for organizations or retirement plans seeking to integrate sustainable investment principles while managing long-term retirement outcomes in a single, balanced vehicle.
Fund Family BlackRock
Category Target-Date 2035
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol LEJIX
Index Index is not available on Lipper Database
LEJIX had a total return of 9.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.41%.
