STLEX Mutual Fund
STLEX Mutual Fund
BlackRock LifePath Dynamic 2040 Fund Institutional Class
STLEX Mutual Fund Overview
STLEX Mutual Fund (BlackRock LifePath Dynamic 2040 Fund Institutional Class) is managed by BlackRock, Inc. (US) with $57.5M in net assets. STLEX expense ratio is 0.59%, holding 36 positions across sectors including Other, Unknown, Financials. Inception date: 1994-03-01.
STLEX performance shows a YTD return of 8.66%. The 1-year return is 18.19% and the 5-year return is 10.45%. STLEX dividend yield stands at 5.61%, 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 Markets ETF (7.6%). View all STLEX holdings, sector breakdown, or dividend history.
STLEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STLEX alternatives are available via the screener, along with tax-loss harvesting opportunities.