LIPKX Mutual Fund Analysis & Holdings | MarketXLS

LIPKX Mutual Fund

NAV$31.21

AUM$11.3B

TER0.39%

Holdings9

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LIPKX Mutual Fund

NAV$31.21

BlackRock LifePath Index 2050 Fund Class K

AUM$11.3B

TER0.39%

Holdings9

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

LIPKX Mutual Fund Overlap Analysis

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

LIPKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, LIPKX may share significant positions with broad-market funds.

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