LERKX Mutual Fund
LERKX Mutual Fund
LERKX Mutual Fund
BlackRock LifePath ESG Index Retirement Fund Class K
LERKX Mutual Fund Overview
LERKX Mutual Fund (BlackRock LifePath ESG Index Retirement Fund Class K) is managed by BlackRock, Inc. (US) with $13.5M 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 3.87%. LERKX dividend yield stands at 2.37%, paid annually.
LERKX 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 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.