LPFAX Mutual Fund
LPFAX Mutual Fund
NAV$5.56
AUM$5M
TER2.02%
Holdings51
See how much of LPFAX you already own
LPFAX Mutual Fund
NAV$5.56
ALPS Global Opportunity Fund Class A
AUM$5M
TER2.02%
Holdings51
See how much of LPFAX you already own
LPFAX Mutual Fund Overlap Analysis
LPFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, LPFAX may share significant positions with broad-market funds.
LPFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPFAX tax-loss harvesting finds highly correlated but non-identical funds.