LEPKX Mutual Fund Analysis & Holdings | MarketXLS

LEPKX Mutual Fund

NAV$18.91

AUM$27M

TER0.20%

Holdings12

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LEPKX Mutual Fund

NAV$18.91

BlackRock LifePath ESG Index 2050 Fund Class K

AUM$27M

TER0.20%

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

LEPKX Mutual Fund Overlap Analysis

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

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

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