LPVAX Mutual Fund

NAV$24.44

AUM$47M

TER0.84%

Holdings32

See how much of LPVAX you already own

Just $25 once·$99/mo·Download sample

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LPVAX Mutual Fund

NAV$24.44

BlackRock LifePath Dynamic 2055 Fund Investor A Class

AUM$47M

TER0.84%

Holdings32

See how much of LPVAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

LPVAX Mutual Fund Overlap Analysis

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

LPVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, LPVAX may share significant positions with broad-market funds.

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