LERIX Mutual Fund Analysis & Holdings | MarketXLS

LERIX Mutual Fund

NAV$11.89

AUM$268,205.47

TER0.25%

Holdings12

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LERIX Mutual Fund

NAV$11.89

BlackRock LifePath ESG Index Retirement Fund Institutional Class

AUM$268,205.47

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

LERIX Mutual Fund Overlap Analysis

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

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

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