LEZKX Mutual Fund Analysis & Holdings | MarketXLS

LEZKX Mutual Fund

NAV$19.37

AUM$16M

TER0.20%

Holdings12

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LEZKX Mutual Fund

NAV$19.37

BlackRock LifePath ESG Index 2060 Fund Class K

AUM$16M

TER0.20%

Holdings12

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

LEZKX Mutual Fund Overlap Analysis

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

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

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