LEVKX Mutual Fund
LEVKX Mutual Fund
NAV$12.33
AUM$21M
TER0.20%
Holdings10
See how much of LEVKX you already own
LEVKX Mutual Fund
NAV$12.33
BlackRock LifePath ESG Index 2055 Fund Class K
AUM$21M
TER0.20%
Holdings10
See how much of LEVKX you already own
LEVKX Mutual Fund Overlap Analysis
LEVKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LEVKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, LEVKX may share significant positions with broad-market funds.
LEVKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LEVKX tax-loss harvesting finds highly correlated but non-identical funds.