LPWIX Mutual Fund

LPWIX Mutual Fund (BlackRock LifePath Dynamic 2065 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $3.6M in net assets. LPWIX expense ratio is 0.59%, holding 36 positions across sectors including Financials. Inception date: 2019-10-30.

LPWIX performance shows a YTD return of 12.01%. The 1-year return is 23.16% and the 5-year return is 10.66%. LPWIX dividend yield stands at 2.36%, paid annually.

LPWIX top holdings include Diversified Equity Master Mutual Funds (46.2%), Fannie Mae Pool #Ma5191 6.00% 11/1/2053 (14.0%), Blackrock Cash Funds: Treasury, Sl Agency Shares (10.1%), Ishares Core Msci Emerging Mar (9.8%), Ishares Core Msci Int Devel Etf (7.0%). Go to all LPWIX holdings, LPWIX sectors, or LPWIX dividends.

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