LPVIX Mutual Fund

NAV$25.04

AUM$12M

TER0.59%

Holdings32

LPVIX Mutual Fund

NAV$25.04

BlackRock LifePath Dynamic 2055 Fund Institutional Class

AUM$12M

TER0.59%

Holdings32

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Holdings Overlap Analysis

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

LPVIX Mutual Fund Overlap Analysis

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

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

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