LEWAX Mutual Fund
LEWAX Mutual Fund
LEWAX Mutual Fund
BlackRock LifePath ESG Index 2065 Fund Investor A class
LEWAX Mutual Fund Overview
LEWAX Mutual Fund (BlackRock LifePath ESG Index 2065 Fund Investor A class) is managed by BlackRock, Inc. (US) with $1.6M in net assets. LEWAX expense ratio is 0.50%, holding 11 positions across sectors including Financials. Inception date: 2020-08-18.
LEWAX performance shows a YTD return of 10.90%. The 1-year return is 22.25% and the 5-year return is 9.65%. LEWAX dividend yield stands at 1.31%, paid annually.
LEWAX top holdings include iShares ESG Aware MSCI USA ETF (51.5%), Blackrock Cash Funds: Institutional, Sl Agency Shares (38.6%), Ishares Trust Ishares Esg Msci Eafe ETF (19.2%), iShares ESG Aware MSCI EM ETF (10.7%), iShares ESG Aware MSCI USA Small-Cap ETF (5.9%). Go to all LEWAX holdings, LEWAX sectors, or LEWAX dividends.
LEWAX can be compared against other funds. Use LEWAX overlap to find shared positions, or LEWAX vs another fund for a side-by-side view. LEWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.