LIVAX Mutual Fund

LIVAX Mutual Fund (BlackRock LifePath Index 2055 Fund Class Investor A) is managed by BlackRock, Inc. (US) with $88.8M in net assets. LIVAX expense ratio is 0.39%, holding 6 positions across sectors including Financials. Inception date: 2011-05-31.

LIVAX performance shows a YTD return of 11.15%. The 1-year return is 23.90% and the 5-year return is 10.29%. LIVAX dividend yield stands at 2.00%, paid semi-annually.

LIVAX top holdings include Purchased Usd / Sold Mxn (54.7%), Ishares Msci Total Intl Stock Etf (38.0%), Small Cap Lifepath Mutual Fund (4.0%), iShares US Long Credit Bond Index Fund/BlackRock (1.7%), Ftse Nareit All Equity Reits Index Fund - Aggregate (1.3%). View all LIVAX holdings, sector breakdown, or dividend history.

LIVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LIVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.