LEZIX Mutual Fund
LEZIX Mutual Fund
LEZIX Mutual Fund
BlackRock LifePath ESG Index 2060 Fund Institutional Class
LEZIX Mutual Fund Overview
LEZIX Mutual Fund (BlackRock LifePath ESG Index 2060 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $1.1M in net assets. LEZIX expense ratio is 0.25%, holding 12 positions across sectors including Financials. Inception date: 2020-08-18.
LEZIX performance shows a YTD return of 11.01%. The 1-year return is 22.53% and the 5-year return is 9.95%. LEZIX dividend yield stands at 1.43%, paid annually.
LEZIX top holdings include iShares ESG Aware MSCI USA ETF (51.5%), Ishares Trust Ishares Esg Msci Eafe ETF (19.5%), iShares ESG Aware MSCI EM ETF (10.6%), Ishares Esg Aware Msci USA Small-C (5.6%), Ishares Developd Rl Estat Cl K (4.1%). Go to all LEZIX holdings, LEZIX sectors, or LEZIX dividends.
LEZIX can be compared against other funds. Use LEZIX overlap to find shared positions, or LEZIX vs another fund for a side-by-side view. LEZIX alternatives are available via the screener, along with tax-loss harvesting opportunities.