LIWAX Mutual Fund
LIWAX Mutual Fund
LIWAX Mutual Fund
BlackRock LifePath Index 2065 Fund Investor A Shares
LIWAX Mutual Fund Overview
LIWAX Mutual Fund (BlackRock LifePath Index 2065 Fund Investor A Shares) is managed by BlackRock, Inc. (US) with $13.2M in net assets. LIWAX expense ratio is 0.39%, holding 7 positions across sectors including Financials. Inception date: 2019-10-30.
LIWAX performance shows a YTD return of 11.63%. The 1-year return is 15.87% and the 5-year return is 10.12%. LIWAX dividend yield stands at 1.42%, paid annually.
LIWAX top holdings include Blackrock Russell 1000 Index Fund (56.9%), Ishares Core Msci Total Intl Stk ETF (37.5%), Blackrock Small Cap Index Fund (3.5%), Ishares U.S. Lg Credit Bd Idx Fd (1.0%), Ishares Ftse Nareit All Equi Aacc (0.9%). Go to all LIWAX holdings, LIWAX sectors, or LIWAX dividends.
LIWAX can be compared against other funds. Use LIWAX overlap to find shared positions, or LIWAX vs another fund for a side-by-side view. LIWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.