LEBAX Mutual Fund

NAV$18.56

AUM$1M

TER0.50%

Holdings12

See how much of LEBAX you already own

Just $25 once·$99/mo·Download sample

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LEBAX Mutual Fund

NAV$18.56

BlackRock LifePath ESG Index 2050 Fund Investor A

AUM$1M

TER0.50%

Holdings12

See how much of LEBAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LEBAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LEBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LEBAX Mutual Fund Overlap Analysis

LEBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LEBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, LEBAX may share significant positions with broad-market funds.

LEBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LEBAX tax-loss harvesting finds highly correlated but non-identical funds.