LIZIX Mutual Fund

LIZIX Mutual Fund (BlackRock LifePath Index 2060 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $88.3M in net assets. LIZIX expense ratio is 0.14%, holding 7 positions across sectors including Financials. Inception date: 2016-02-29.

LIZIX performance shows a YTD return of 11.84%. The 1-year return is 16.12% and the 5-year return is 10.39%. LIZIX dividend yield stands at 1.96%, paid semi-annually.

LIZIX top holdings include Blackrock Russell 1000 Index Fund (57.0%), Ishares Core Msci Total Intl Stk ETF (37.5%), Blackrock Small Cap Index Fund (3.4%), Ishares U.S. Lg Credit Bd Idx Fd (1.0%), Ishares Ftse Nareit All Equi Aacc (0.9%). Go to all LIZIX holdings, LIZIX sectors, or LIZIX dividends.

LIZIX can be compared against other funds. Use LIZIX overlap to find shared positions, or LIZIX vs another fund for a side-by-side view. LIZIX alternatives are available via the screener, along with tax-loss harvesting opportunities.