LEVAX Mutual Fund

NAV$18.73

AUM$416,189.18

TER0.50%

Holdings12

See how much of LEVAX you already own

Just $25 once·$99/mo·Download sample

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LEVAX Mutual Fund

NAV$18.73

BlackRock LifePath ESG Index 2055 Fund Investor A

AUM$416,189.18

TER0.50%

Holdings12

See how much of LEVAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

LEVAX Mutual Fund Overlap Analysis

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

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

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