LIKAX Mutual Fund
LIKAX Mutual Fund
BlackRock LifePath Index 2040 Fund Class Investor A
LIKAX Mutual Fund Overview
LIKAX Mutual Fund (BlackRock LifePath Index 2040 Fund Class Investor A) is managed by BlackRock, Inc. (US) with $130.1M in net assets. LIKAX expense ratio is 0.39%, holding 13 positions across sectors including Unknown, Other, Financials. Inception date: 2011-05-31.
LIKAX performance shows a YTD return of 8.52%. The 1-year return is 18.24% and the 5-year return is 7.83%. LIKAX dividend yield stands at 2.71%, paid annually.
LIKAX top holdings include Russel 1000 Lifepath Mutual Fund (40.9%), Ishares Msci Total Intl Stock Etf (26.7%), iShares US Intermediate Government Bond Index Fund/BlackRock (7.2%), iShares US Securitized Bond Index Fund/BlackRock (6.4%), iShares US Intermediate Credit Bond Index Fund/BlackRock (4.3%). View all LIKAX holdings, sector breakdown, or dividend history.
LIKAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LIKAX alternatives are available via the screener, along with tax-loss harvesting opportunities.