LIZIX Mutual Fund

LIZIX Mutual Fund (BlackRock LifePath Index 2060 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $87.3M in net assets. LIZIX expense ratio is 0.14%, holding 6 positions across sectors including Financials. Inception date: 2016-02-29.

LIZIX performance shows a YTD return of 10.60%. The 1-year return is 22.38% and the 5-year return is 10.28%. LIZIX dividend yield stands at 1.98%, paid semi-annually.

LIZIX top holdings include Russel 1000 Lifepath Mutual Fund (55.2%), Ishares Core Msci Total Intl Stk ETF (38.3%), Small Cap Lifepath Mutual Fund (4.0%), iShares US Long Credit Bond Index Fund/BlackRock (1.0%), Ftse Nareit All Equity Reits Index Fund - Aggregate (0.9%). Go to all LIZIX holdings, LIZIX sectors, or LIZIX dividends.

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