LPRDX Mutual Fund Analysis & Holdings | MarketXLS

LPRDX Mutual Fund

NAV$14.59

AUM$134M

TER0.84%

Holdings39

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LPRDX Mutual Fund

NAV$14.59

BlackRock LifePath Dynamic 2030 Fund Investor A Class

AUM$134M

TER0.84%

Holdings39

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 LPRDX 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 LPRDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LPRDX Mutual Fund Overlap Analysis

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

LPRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, LPRDX may share significant positions with broad-market funds.

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