LERIX Mutual Fund
LERIX Mutual Fund
LERIX Mutual Fund
BlackRock LifePath ESG Index Retirement Fund Institutional Class
LERIX Mutual Fund Overview
LERIX Mutual Fund (BlackRock LifePath ESG Index Retirement Fund Institutional Class) is managed by BlackRock, Inc. (US) with $270,147.78 in net assets. LERIX expense ratio is 0.25%, holding 12 positions across sectors including Financials. Inception date: 2020-08-18.
LERIX performance shows a YTD return of 4.35%. The 1-year return is 10.53% and the 5-year return is 3.82%. LERIX dividend yield stands at 2.31%, paid annually.
LERIX top holdings include Ishares Esg U.S. Aggregate Bond ETF (51.7%), iShares ESG Aware MSCI USA ETF (21.8%), Ishares Barclays Tips BondETF (7.8%), Ishares Trust Ishares Esg Msci Eafe ETF (7.3%), iShares ESG Aware MSCI EM ETF (3.8%). Go to all LERIX holdings, LERIX sectors, or LERIX dividends.
LERIX can be compared against other funds. Use LERIX overlap to find shared positions, or LERIX vs another fund for a side-by-side view. LERIX alternatives are available via the screener, along with tax-loss harvesting opportunities.