LPDRX Mutual Fund

NAV$19.41

AUM$9M

TER1.04%

Holdings33

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

LPDRX Mutual Fund

NAV$19.41

BlackRock LifePath Dynamic 2060 Fund Class R

AUM$9M

TER1.04%

Holdings33

See inside every fund you own

$99/yr 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 LPDRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LPDRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LPDRX Mutual Fund Overlap Analysis

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

LPDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, LPDRX may share significant positions with broad-market funds.

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