LIKIX Mutual Fund

LIKIX Mutual Fund (BlackRock LifePath Index 2040 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $810.8M in net assets. LIKIX expense ratio is 0.14%, holding 13 positions across various sectors. Inception date: 2011-05-31.

LIKIX performance shows a YTD return of 7.84%. The 1-year return is 16.97% and the 5-year return is 7.72%. LIKIX dividend yield stands at 2.95%, paid annually.

LIKIX top holdings include Blackrock Russell 1000 Index Fund (43.4%), Ishares Core Msci Total Intl Stk ETF (27.4%), Ishares U.S. Int Gov Bnd Idx Fd (6.9%), iShares U.S. Secur Bond Index Fd (5.6%), iShares U.S Int Credit Bd Idx Fd (3.4%). Go to all LIKIX holdings, LIKIX sectors, or LIKIX dividends.

LIKIX can be compared against other funds. Use LIKIX overlap to find shared positions, or LIKIX vs another fund for a side-by-side view. LIKIX alternatives are available via the screener, along with tax-loss harvesting opportunities.