LIWIX Mutual Fund

LIWIX Mutual Fund (BlackRock LifePath Index 2065 Fund Institutional Shares) is managed by BlackRock, Inc. (US) with $48.2M in net assets. LIWIX expense ratio is 0.14%, holding 7 positions across sectors including Financials. Inception date: 2019-10-30.

LIWIX performance shows a YTD return of 10.56%. The 1-year return is 22.34% and the 5-year return is 10.27%. LIWIX dividend yield stands at 1.59%, paid annually.

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

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