LIWIX Mutual Fund
LIWIX Mutual Fund
LIWIX Mutual Fund
BlackRock LifePath Index 2065 Fund Institutional Shares
LIWIX Mutual Fund Overview
LIWIX Mutual Fund (BlackRock LifePath Index 2065 Fund Institutional Shares) is managed by BlackRock, Inc. (US) with $49.1M in net assets. LIWIX expense ratio is 0.14%, holding 7 positions across sectors including Financials. Inception date: 2019-10-30.
LIWIX performance shows a YTD return of 11.82%. The 1-year return is 16.13% and the 5-year return is 10.42%. LIWIX dividend yield stands at 1.57%, paid annually.
LIWIX 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 LIWIX holdings, LIWIX sectors, or LIWIX dividends.
LIWIX can be compared against other funds. Use LIWIX overlap to find shared positions, or LIWIX vs another fund for a side-by-side view. LIWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.