LPBCX Mutual Fund

NAV$13.60

AUM$1M

TER1.59%

Holdings28

LPBCX Mutual Fund

NAV$13.60

BlackRock LifePath Dynamic 2025 Fund Investor C Class

AUM$1M

TER1.59%

Holdings28

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Holdings Overlap Analysis

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

LPBCX Mutual Fund Overlap Analysis

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

LPBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, LPBCX may share significant positions with broad-market funds.

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