LPDAX Mutual Fund
LPDAX Mutual Fund
NAV$19.36
AUM$17M
TER0.84%
Holdings33
LPDAX Mutual Fund
NAV$19.36
BlackRock LifePath Dynamic 2060 Fund Investor A Class
AUM$17M
TER0.84%
Holdings33
LPDAX Mutual Fund Overlap Analysis
LPDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, LPDAX may share significant positions with broad-market funds.
LPDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPDAX tax-loss harvesting finds highly correlated but non-identical funds.