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 $10.8M 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 11.24%. The 1-year return is 24.09% and the 5-year return is 10.35%. LIWAX dividend yield stands at 1.43%, paid annually.
LIWAX top holdings include Russel 1000 Lifepath Mutual Fund (55.4%), Ishares Msci Total Intl Stock Etf (38.1%), Small Cap Lifepath Mutual Fund (4.0%), Blackrock Cash Funds: Institutional, Sl Agency Shares (1.9%), iShares US Long Credit Bond Index Fund/BlackRock (1.0%). View all LIWAX holdings, sector breakdown, or dividend history.
LIWAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LIWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.