STLEX Mutual Fund

STLEX Mutual Fund (BlackRock LifePath Dynamic 2040 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $59.9M in net assets. STLEX expense ratio is 0.59%, holding 36 positions across sectors including Financials. Inception date: 1994-03-01.

STLEX performance shows a YTD return of 9.18%. The 1-year return is 18.61% and the 5-year return is 8.30%. STLEX dividend yield stands at 5.44%, paid annually.

STLEX top holdings include Diversified Equity Master Mutual Funds (37.8%), International Tilts Master Portfolio (15.2%), Blackrock Diversified Fixed Income Fund (15.1%), Blackrock Cash Funds: Institutional, Sl Agency Shares (9.6%), Ishares Core Msci Emerging Mar (7.6%). Go to all STLEX holdings, STLEX sectors, or STLEX dividends.

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