LIVAX Mutual Fund

LIVAX Mutual Fund (BlackRock LifePath Index 2055 Fund Class Investor A) is managed by BlackRock, Inc. (US) with $91.7M in net assets. LIVAX expense ratio is 0.39%, holding 6 positions across sectors including Financials. Inception date: 2011-05-31.

LIVAX performance shows a YTD return of 10.35%. The 1-year return is 21.88% and the 5-year return is 9.96%. LIVAX dividend yield stands at 2.07%, paid semi-annually.

LIVAX top holdings include Petroleos Mexicanos 8.75% 06/02/2029 (54.7%), Ishares Core Msci Total International Stock ETF (38.0%), Singapore Gov'T 2.875% 09/01/2027 (4.0%), iShares US Long Credit Bond Index Fund/BlackRock (1.7%), Ftse Nareit All Equity Reits Index Fund - Aggregate (1.3%). Go to all LIVAX holdings, LIVAX sectors, or LIVAX dividends.

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