LEWIX Mutual Fund Analysis & Holdings | MarketXLS

LEWIX Mutual Fund

NAV$19.08

AUM$350,877.32

TER0.25%

Holdings11

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LEWIX Mutual Fund

NAV$19.08

BlackRock LifePath ESG Index 2065 Fund Institutional Class

AUM$350,877.32

TER0.25%

Holdings11

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

LEWIX Mutual Fund Overlap Analysis

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

LEWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, LEWIX may share significant positions with broad-market funds.

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