LEVAX Mutual Fund
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 $414,273.2 in net assets. LEVAX expense ratio is 0.50%, holding 10 positions across sectors including Financials. Inception date: 2020-08-18.
LEVAX performance shows a YTD return of 13.60%. The 1-year return is 21.64% and the 5-year return is 9.73%. LEVAX dividend yield stands at 1.08%, paid annually.
LEVAX top holdings include iShares ESG Aware MSCI USA ETF (50.9%), Ishares Trust Ishares Esg Msci Eafe ETF (19.2%), iShares ESG Aware MSCI EM ETF (10.4%), Ishares Esg Aware Msci USA Small-C (5.5%), Ishares Developd Rl Estat Cl K (4.1%). Go to all LEVAX holdings, LEVAX sectors, or LEVAX dividends.
LEVAX can be compared against other funds. Use LEVAX overlap to find shared positions, or LEVAX vs another fund for a side-by-side view. LEVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.