LPWIX Mutual Fund

LPWIX Mutual Fund (BlackRock LifePath Dynamic 2065 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $1.4M 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 15.21%. The 1-year return is 22.23% and the 5-year return is 10.56%. LPWIX dividend yield stands at 2.29%, paid annually.

LPWIX 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 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.