LEYAX Mutual Fund
LEYAX Mutual Fund
NAV$13.29
AUM$133,538.29
TER0.50%
Holdings11
LEYAX Mutual Fund
NAV$13.29
BlackRock LifePath ESG Index 2070 Fund Investor A Class
AUM$133,538.29
TER0.50%
Holdings11
LEYAX Mutual Fund Overlap Analysis
LEYAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LEYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, LEYAX may share significant positions with broad-market funds.
LEYAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LEYAX tax-loss harvesting finds highly correlated but non-identical funds.