LEVAX Mutual Fund
LEVAX Mutual Fund
BlackRock LifePath ESG Index 2055 Fund Investor A
LEVAX Mutual Fund Overview
LEVAX Mutual Fund (BlackRock LifePath ESG Index 2055 Fund Investor A) is managed by BlackRock, Inc. (US) with $391,673.68 in net assets. LEVAX expense ratio is 0.50%, holding 12 positions across sectors including Financials, Unknown. Inception date: 2020-08-18.
LEVAX performance shows a YTD return of 11.22%. The 1-year return is 23.43% and the 5-year return is 9.97%. LEVAX dividend yield stands at 1.10%, paid annually.
LEVAX top holdings include iShares ESG Aware MSCI USA ETF (51.0%), Blackrock Cash Funds: Institutional, Sl Agency Shares (27.5%), iShares ESG Aware MSCI EAFE ETF (19.1%), iShares ESG Aware MSCI EM ETF (10.6%), iShares ESG Aware MSCI USA Small-Cap ETF (5.8%). View all LEVAX holdings, sector breakdown, or dividend history.
LEVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LEVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.