LPJAX Mutual Fund
LPJAX Mutual Fund
NAV$18.75
AUM$52M
TER0.84%
Holdings38
LPJAX Mutual Fund
NAV$18.75
BlackRock LifePath Dynamic 2035 Fund Investor A Class
AUM$52M
TER0.84%
Holdings38
LPJAX Mutual Fund Overlap Analysis
LPJAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, LPJAX may share significant positions with broad-market funds.
LPJAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPJAX tax-loss harvesting finds highly correlated but non-identical funds.