LIZIX Mutual Fund

LIZIX Mutual Fund (BlackRock LifePath Index 2060 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $83.9M in net assets. LIZIX expense ratio is 0.14%, holding 6 positions across sectors including Financials. Inception date: 2016-02-29.

LIZIX performance shows a YTD return of 11.36%. The 1-year return is 24.38% and the 5-year return is 10.60%. LIZIX dividend yield stands at 1.93%, paid semi-annually.

LIZIX top holdings include Russel 1000 Lifepath Mutual Fund (55.2%), Ishares Msci Total Intl Stock Etf (38.3%), Small Cap Lifepath Mutual Fund (4.0%), iShares US Long Credit Bond Index Fund/BlackRock (1.0%), Ftse Nareit All Equity Reits Index Fund - Aggregate (0.9%). View all LIZIX holdings, sector breakdown, or dividend history.

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