LEZAX Mutual Fund Analysis & Holdings | MarketXLS

LEZAX Mutual Fund

NAV$19.29

AUM$2M

TER0.50%

Holdings12

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LEZAX Mutual Fund

NAV$19.29

BlackRock LifePath ESG Index 2060 Fund Investor A

AUM$2M

TER0.50%

Holdings12

See inside every fund you own

$149/yr 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 LEZAX 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 LEZAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LEZAX Mutual Fund Overlap Analysis

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

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

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