LENIX Mutual Fund Analysis & Holdings | MarketXLS

LENIX Mutual Fund

NAV$13.44

AUM$194,505.33

TER0.25%

Holdings12

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LENIX Mutual Fund

NAV$13.44

BlackRock LifePath ESG Index 2030 Fund Institutional Class

AUM$194,505.33

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

LENIX Mutual Fund Overlap Analysis

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

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

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