LIWIX Mutual Fund

LIWIX Mutual Fund (BlackRock LifePath Index 2065 Fund Institutional Shares) is managed by BlackRock, Inc. (US) with $47.1M 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 11.32%. The 1-year return is 24.37% and the 5-year return is 10.61%. LIWIX dividend yield stands at 1.58%, paid annually.

LIWIX 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 LIWIX holdings, sector breakdown, or dividend history.

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