LPSGX Mutual Fund
LPSGX Mutual Fund
NAV$29.34
AUM$271M
TER0.34%
Holdings31
See how much of LPSGX you already own
LPSGX Mutual Fund
NAV$29.34
BlackRock LifePath Dynamic 2050 Fund Class K
AUM$271M
TER0.34%
Holdings31
See how much of LPSGX you already own
LPSGX Mutual Fund Overlap Analysis
LPSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, LPSGX may share significant positions with broad-market funds.
LPSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPSGX tax-loss harvesting finds highly correlated but non-identical funds.