LEEIX Mutual Fund
LEEIX Mutual Fund
NAV$19.21
AUM$899,282.96
TER0.25%
Holdings12
See how much of LEEIX you already own
LEEIX Mutual Fund
NAV$19.21
BlackRock LifePath ESG Index 2055 Fund Institutional Class
AUM$899,282.96
TER0.25%
Holdings12
See how much of LEEIX you already own
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.