LIRPX Mutual Fund Holdings Overlap Calculator | MarketXLS

LIRPX Mutual Fund

NAV$15.54

AUM$1.9B

TER0.39%

Holdings13

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LIRPX Mutual Fund

NAV$15.54

BlackRock LifePath Index Retirement Fund Investor P Class

AUM$1.9B

TER0.39%

Holdings13

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

LIRPX Mutual Fund Overlap Analysis

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

LIRPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, LIRPX may share significant positions with broad-market funds.

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