LENIX Mutual Fund
LENIX Mutual Fund
NAV$13.19
AUM$190,003.01
TER0.25%
Holdings12
See how much of LENIX you already own
LENIX Mutual Fund
NAV$13.19
BlackRock LifePath ESG Index 2030 Fund Institutional Class
AUM$190,003.01
TER0.25%
Holdings12
See how much of LENIX you already own
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.