LEVKX Mutual Fund
LEVKX Mutual Fund
LEVKX Mutual Fund
BlackRock LifePath ESG Index 2055 Fund Class K
LEVKX Mutual Fund Overview
LEVKX Mutual Fund (BlackRock LifePath ESG Index 2055 Fund Class K) is managed by BlackRock, Inc. (US) with $21.4M in net assets. LEVKX expense ratio is 0.20%, holding 10 positions across sectors including Financials. Inception date: 2020-08-18.
LEVKX performance shows a YTD return of 13.84%. The 1-year return is 22.00% and the 5-year return is 10.26%. LEVKX dividend yield stands at 1.38%, paid annually.
LEVKX 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 LEVKX holdings, LEVKX sectors, or LEVKX dividends.
LEVKX can be compared against other funds. Use LEVKX overlap to find shared positions, or LEVKX vs another fund for a side-by-side view. LEVKX alternatives are available via the screener, along with tax-loss harvesting opportunities.