About LEVAX
BlackRock LifePath ESG Index 2055 Fund Investor A is a target-date mutual fund designed for individuals planning to retire or begin withdrawals around the year 2055. The fund’s primary goal is to provide a diversified investment solution across global asset classes, managing risk dynamically by gradually shifting from growth-oriented equity holdings to more conservative fixed-income assets as the target retirement date approaches. Notably, the fund integrates environmental, social, and governance (ESG) criteria into its portfolio construction by investing in underlying index funds that seek to optimize exposure to higher ESG-rated securities, maintaining risk and return characteristics similar to standard benchmarks while promoting sustainable investing principles.
The fund’s holdings predominantly include ESG-aware ETFs such as iShares ESG Aware MSCI USA ETF, iShares ESG Aware MSCI EAFE ETF, and iShares ESG Aware MSCI Emerging Markets ETF, giving it broad exposure to U.S., international developed, and emerging markets, as well as smaller allocations to real estate and fixed-income instruments. Managed by BlackRock’s experienced team, this fund serves as a core, long-term investment vehicle for retirement-focused investors seeking both diversification and a responsible investment approach within a single, automatically adjusting portfolio.
Fund Family BlackRock
Category Target-Date 2055
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol LEVAX
Index Index is not available on Lipper Database
LEVAX had a total return of 21.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.75%.
