LIWAX Mutual Fund

LIWAX Mutual Fund (BlackRock LifePath Index 2065 Fund Investor A Shares) is managed by BlackRock, Inc. (US) with $12.9M in net assets. LIWAX expense ratio is 0.39%, holding 7 positions across sectors including Financials. Inception date: 2019-10-30.

LIWAX performance shows a YTD return of 10.42%. The 1-year return is 22.07% and the 5-year return is 10.00%. LIWAX dividend yield stands at 1.44%, paid annually.

LIWAX top holdings include Forward Foreign Currency Contract (55.4%), Ishares Core Msci Total Intl Stk ETF (38.1%), Forward Foreign Currency Contract (4.0%), Blackrock Cash Funds: Institutional, Sl Agency Shares (1.9%), iShares US Long Credit Bond Index Fund/BlackRock (1.0%). Go to all LIWAX holdings, LIWAX sectors, or LIWAX dividends.

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