LIWKX Mutual Fund Analysis & Holdings | MarketXLS

LIWKX Mutual Fund

NAV$20.84

AUM$1.8B

TER0.09%

Holdings7

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LIWKX Mutual Fund

NAV$20.84

BlackRock LifePath Index 2065 Fund Class K Shares

AUM$1.8B

TER0.09%

Holdings7

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

LIWKX Mutual Fund Overlap Analysis

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

LIWKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, LIWKX may share significant positions with broad-market funds.

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