LPWAX Mutual Fund

LPWAX Mutual Fund (BlackRock LifePath Dynamic 2065 Fund Investor A Class) is managed by BlackRock, Inc. (US) with $18.1M in net assets. LPWAX expense ratio is 0.84%, holding 36 positions across sectors including Financials. Inception date: 2019-10-30.

LPWAX performance shows a YTD return of 13.99%. The 1-year return is 21.94% and the 5-year return is 10.55%. LPWAX dividend yield stands at 2.14%, paid annually.

LPWAX top holdings include Diversified Equity (50.1%), Intl Tilts Master (15.1%), Ishares Core Msci Emerging Mar (10.9%), Ishares Core Msci Int Devel Etf (7.7%), Blk Tactical Opportunities Class K (4.9%). Go to all LPWAX holdings, LPWAX sectors, or LPWAX dividends.

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