LEKAX Mutual Fund Analysis & Holdings | MarketXLS

LEKAX Mutual Fund

NAV$16.29

AUM$560,847.12

TER0.50%

Holdings12

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LEKAX Mutual Fund

NAV$16.29

BlackRock Funds III LifePath ESG Index 2040 Fund Investor Class

AUM$560,847.12

TER0.50%

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

LEKAX Mutual Fund Overlap Analysis

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

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

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