LEGIX Mutual Fund
LEGIX Mutual Fund
BlackRock LifePath ESG Index 2050 Fund Institutional Class
LEGIX Mutual Fund Overview
LEGIX Mutual Fund (BlackRock LifePath ESG Index 2050 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $1.0M in net assets. LEGIX expense ratio is 0.25%, holding 12 positions across sectors including Financials, Unknown. Inception date: 2020-08-18.
LEGIX performance shows a YTD return of 10.84%. The 1-year return is 22.71% and the 5-year return is 10.03%. LEGIX dividend yield stands at 1.49%, paid annually.
LEGIX top holdings include iShares ESG Aware MSCI USA ETF (48.6%), Blackrock Cash Funds: Institutional, Sl Agency Shares (21.8%), iShares ESG Aware MSCI EAFE ETF (18.3%), iShares ESG Aware MSCI EM ETF (10.2%), iShares ESG Aware MSCI USA Small-Cap ETF (5.6%). View all LEGIX holdings, sector breakdown, or dividend history.
LEGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LEGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.