LEVAX Mutual Fund

NAV$19.23

AUM$391,673.68

TER0.50%

Holdings12

LEVAX Mutual Fund

NAV$19.23

BlackRock LifePath ESG Index 2055 Fund Investor A

AUM$391,673.68

TER0.50%

Holdings12

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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.