LEEIX Mutual Fund Analysis & Holdings | MarketXLS

LEEIX Mutual Fund

NAV$19.26

AUM$869,376.35

TER0.25%

Holdings12

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LEEIX Mutual Fund

NAV$19.26

BlackRock LifePath ESG Index 2055 Fund Institutional Class

AUM$869,376.35

TER0.25%

Holdings12

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare LEEIX 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 LEEIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LEEIX Mutual Fund Overlap Analysis

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

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

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