LPVKX Mutual Fund
LPVKX Mutual Fund
NAV$25.51
AUM$267M
TER0.34%
Holdings32
See how much of LPVKX you already own
LPVKX Mutual Fund
NAV$25.51
BlackRock LifePath Dynamic 2055 Fund Class K
AUM$267M
TER0.34%
Holdings32
See how much of LPVKX you already own
LPVKX Mutual Fund Overlap Analysis
LPVKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPVKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, LPVKX may share significant positions with broad-market funds.
LPVKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPVKX tax-loss harvesting finds highly correlated but non-identical funds.