LEGIX Mutual Fund

NAV$18.86

AUM$1M

TER0.25%

Holdings12

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LEGIX Mutual Fund

NAV$18.86

BlackRock LifePath ESG Index 2050 Fund Institutional Class

AUM$1M

TER0.25%

Holdings12

See how much of LEGIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 12 of 12 holdings · as of Apr 30, 2026

LEGIX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	ESGU	IShares ESG Aware MSCI USA ETFFinancials · Capital Markets	48.61%	48.6%	81,954	$12.83M	Financials	Capital Markets
2	BISXX	Blackrock Cash Funds: Institutional, Sl Agency SharesFinancials · Capital Markets	21.81%	70.4%	5,755,090	$5.76M	Financials	Capital Markets
Sector and industry · Pro
3	ESGD	Ishares Trust Ishares Esg Msci Eafe ETF	18.25%	88.7%	47,661	$4.82M
4	ESGE	IShares ESG Aware MSCI EM ETF	10.17%	98.8%	52,488	$2.68M
5	ESML	IShares ESG Aware MSCI USA Small-Cap ETF	5.58%	104.4%	28,675	$1.47M
6	Debt	Ishares Esg U.S. Aggregate Bond ETF	4.34%	108.8%	24,130	$1.15M
7	BKRDX	Ishares Developd Rl Estat Cl K	4.09%	112.9%	121,490	$1.08M
8	SCZ	Ishares Msci Eafe Small Cap ETF	3.00%	115.9%	9,471	$791.7K
9	EWC	Energy World Corp Ltd	2.55%	118.4%	11,501	$674.0K
10	TIP	Ishares Barclays Tips BondETF	1.57%	120.0%	3,710	$413.9K
11	EEMS	IShares MSCI Emerging Markets Small-Cap ETF	1.48%	121.5%	5,080	$390.5K
12	Debt	Blackrock Cash Funds: Treasury, Sl Agency Shares	0.39%	121.8%	103,222	$103.2K

Not reported for this fund: share changes.

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LEGIX Mutual Fund All Holdings

LEGIX holdings total 12 positions. The top 10 holdings account for 120.0% of the fund, led by iShares ESG Aware MSCI USA ETF at 48.6%, Blackrock Cash Funds: Institutional, Sl Agency Shares at 21.8%, Ishares Trust Ishares Esg Msci Eafe ETF at 18.3%.

LEGIX portfolio concentration is relatively high, with the top 10 representing 120.0% of total assets. The largest sector exposure is Financials at 92.1%.

LEGIX sectors provide a detailed breakdown. LEGIX overlap shows how holdings compare to other funds in your portfolio.