LIWPX Mutual Fund Analysis & Holdings | MarketXLS

LIWPX Mutual Fund

NAV$20.74

AUM$22M

TER0.39%

Holdings7

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LIWPX Mutual Fund

NAV$20.74

BlackRock LifePath Index 2065 Fund Investor P shares

AUM$22M

TER0.39%

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

LIWPX Mutual Fund Overlap Analysis

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

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

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