LEHIX Mutual Fund Analysis & Holdings | MarketXLS

LEHIX Mutual Fund

NAV$17.89

AUM$976,186.26

TER0.25%

Holdings12

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LEHIX Mutual Fund

NAV$17.89

BlackRock LifePath ESG Index 2045 Fund Institutional Class

AUM$976,186.26

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

LEHIX Mutual Fund Overlap Analysis

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

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

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