LERKX Mutual Fund

LERKX Mutual Fund (BlackRock LifePath ESG Index Retirement Fund Class K) is managed by BlackRock, Inc. (US) with $13.6M in net assets. LERKX expense ratio is 0.20%, holding 12 positions across sectors including Financials. Inception date: 2020-08-18.

LERKX performance shows a YTD return of 4.35%. The 1-year return is 10.60% and the 5-year return is 3.89%. LERKX dividend yield stands at 2.40%, paid annually.

LERKX top holdings include Ishares Esg U.S. Aggregate Bond ETF (49.5%), iShares ESG Aware MSCI USA ETF (22.7%), Blackrock Cash Funds: Institutional, Sl Agency Shares (15.7%), Ishares Trust Ishares Esg Msci Eafe ETF (7.7%), Ishares Barclays Tips BondETF (7.6%). Go to all LERKX holdings, LERKX sectors, or LERKX dividends.

LERKX can be compared against other funds. Use LERKX overlap to find shared positions, or LERKX vs another fund for a side-by-side view. LERKX alternatives are available via the screener, along with tax-loss harvesting opportunities.