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, Unknown. Inception date: 2020-08-18.
LEZIX performance shows a YTD return of 11.42%. The 1-year return is 23.86% and the 5-year return is 10.27%. LEZIX dividend yield stands at 1.46%, paid annually.
LEZIX top holdings include iShares ESG Aware MSCI USA ETF (51.2%), Blackrock Cash Funds: Institutional, Sl Agency Shares (27.7%), iShares ESG Aware MSCI EAFE ETF (19.6%), iShares ESG Aware MSCI EM ETF (10.6%), iShares ESG Aware MSCI USA Small-Cap ETF (5.9%). View all LEZIX holdings, sector breakdown, or dividend history.
LEZIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LEZIX alternatives are available via the screener, along with tax-loss harvesting opportunities.