LPRRX Mutual Fund Analysis & Holdings | MarketXLS

LPRRX Mutual Fund

NAV$10.24

AUM$14M

TER1.04%

Holdings49

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

LPRRX Mutual Fund

NAV$10.24

BlackRock LifePath Dynamic Retirement Fund Class R

AUM$14M

TER1.04%

Holdings49

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 LPRRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LPRRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LPRRX Mutual Fund Overlap Analysis

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

LPRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, LPRRX may share significant positions with broad-market funds.

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