LEWIX Mutual Fund
LEWIX Mutual Fund
LEWIX Mutual Fund
BlackRock LifePath ESG Index 2065 Fund Institutional Class
LEWIX Mutual Fund Overview
LEWIX Mutual Fund (BlackRock LifePath ESG Index 2065 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $367,721.74 in net assets. LEWIX expense ratio is 0.25%, holding 11 positions across sectors including Financials. Inception date: 2020-08-18.
LEWIX performance shows a YTD return of 11.06%. The 1-year return is 22.58% and the 5-year return is 9.93%. LEWIX dividend yield stands at 1.55%, paid annually.
LEWIX 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 LEWIX holdings, LEWIX sectors, or LEWIX dividends.
LEWIX can be compared against other funds. Use LEWIX overlap to find shared positions, or LEWIX vs another fund for a side-by-side view. LEWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.