LPWRX Mutual Fund

LPWRX Mutual Fund (BlackRock LifePath Dynamic 2065 Fund Class R) is managed by BlackRock, Inc. (US) with $1.4M in net assets. LPWRX expense ratio is 1.04%, holding 36 positions across sectors including Financials. Inception date: 2019-10-30.

LPWRX performance shows a YTD return of 14.83%. The 1-year return is 21.67% and the 5-year return is 10.07%. LPWRX dividend yield stands at 1.98%, paid annually.

LPWRX 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 LPWRX holdings, LPWRX sectors, or LPWRX dividends.

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