LPHAX Mutual Fund

LPHAX Mutual Fund (BlackRock LifePath Dynamic 2045 Fund Investor A Class) is managed by BlackRock, Inc. (US) with $52.9M in net assets. LPHAX expense ratio is 0.84%, holding 33 positions across sectors including Financials. Inception date: 2010-06-30.

LPHAX performance shows a YTD return of 10.28%. The 1-year return is 20.71% and the 5-year return is 9.57%. LPHAX dividend yield stands at 5.11%, paid annually.

LPHAX top holdings include Diversified Equity Master Mutual Funds (40.3%), Ois Recfix BRL 12.303% 10-03-24/01-02-29 (14.8%), Blackrock Cash Funds: Institutional, Sl Agency Shares (12.1%), Ishares Core Msci Emerging Mar (8.9%), Blackrock Diversified Fixed Income Fund (8.3%). Go to all LPHAX holdings, LPHAX sectors, or LPHAX dividends.

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