LPJIX Mutual Fund Analysis & Holdings | MarketXLS

LPJIX Mutual Fund

NAV$18.86

AUM$16M

TER0.59%

Holdings38

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LPJIX Mutual Fund

NAV$18.86

BlackRock LifePath Dynamic 2035 Fund Institutional Class

AUM$16M

TER0.59%

Holdings38

See inside every fund you own

$45/quarter 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 LPJIX 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 LPJIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LPJIX Mutual Fund Overlap Analysis

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

LPJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, LPJIX may share significant positions with broad-market funds.

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