LENAX Mutual Fund Analysis & Holdings | MarketXLS

LENAX Mutual Fund

NAV$13.40

AUM$2M

TER0.50%

Holdings12

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LENAX Mutual Fund

NAV$13.40

BlackRock LifePath ESG Index 2030 Fund Investor A

AUM$2M

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

LENAX Mutual Fund Overlap Analysis

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

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

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