LVIII Mutual Fund

LVIII Mutual Fund (BlackRock Advantage Large Cap Value V.I. Fund Class III) is managed by BlackRock, Inc. (US) with $24.7M in net assets. LVIII expense ratio is 0.85%, holding 309 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2004-09-30.

LVIII performance shows a YTD return of 19.66%. The 1-year return is 25.23% and the 5-year return is 4.06%.

LVIII top holdings include Berkshire Hathaway Inc Brk/B Us Equity (2.9%), Jpmorgan Chase (2.5%), Amazon.Com Inc (2.4%), Alphabet Inc Common Stock USD 0.001 (2.2%), Exxon Mobil Corp. (2.1%). Go to all LVIII holdings, LVIII sectors, or LVIII dividends.

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