LPJRX Mutual Fund
LPJRX Mutual Fund
NAV$18.55
AUM$10M
TER1.04%
Holdings38
See how much of LPJRX you already own
LPJRX Mutual Fund
NAV$18.55
BlackRock LifePath Dynamic 2035 Fund Class R
AUM$10M
TER1.04%
Holdings38
See how much of LPJRX you already own
LPJRX Mutual Fund Overlap Analysis
LPJRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPJRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, LPJRX may share significant positions with broad-market funds.
LPJRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPJRX tax-loss harvesting finds highly correlated but non-identical funds.