LEWKX Mutual Fund
LEWKX Mutual Fund
LEWKX Mutual Fund
BlackRock LifePath ESG Index 2065 Fund Class K
LEWKX Mutual Fund Overview
LEWKX Mutual Fund (BlackRock LifePath ESG Index 2065 Fund Class K) is managed by BlackRock, Inc. (US) with $2.6M in net assets. LEWKX expense ratio is 0.20%, holding 9 positions across sectors including Financials. Inception date: 2020-08-18.
LEWKX performance shows a YTD return of 12.05%. The 1-year return is 16.24% and the 5-year return is 9.84%. LEWKX dividend yield stands at 76.02%, paid annually.
LEWKX top holdings include iShares ESG Aware MSCI USA ETF (51.5%), Ishares Trust Ishares Esg Msci Eafe ETF (19.5%), iShares ESG Aware MSCI EM ETF (10.6%), Ishares Esg Aware Msci USA Small-C (5.5%), Ishares Developd Rl Estat Cl K (4.2%). Go to all LEWKX holdings, LEWKX sectors, or LEWKX dividends.
LEWKX can be compared against other funds. Use LEWKX overlap to find shared positions, or LEWKX vs another fund for a side-by-side view. LEWKX alternatives are available via the screener, along with tax-loss harvesting opportunities.