LPSAX Mutual Fund
LPSAX Mutual Fund
NAV$10.44
AUM$294M
TER0.34%
Holdings49
See how much of LPSAX you already own
LPSAX Mutual Fund
NAV$10.44
BlackRock LifePath Dynamic Retirement Fund Class K
AUM$294M
TER0.34%
Holdings49
See how much of LPSAX you already own
LPSAX Mutual Fund Overlap Analysis
LPSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, LPSAX may share significant positions with broad-market funds.
LPSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPSAX tax-loss harvesting finds highly correlated but non-identical funds.