LPWAX Mutual Fund Analysis & Holdings | MarketXLS

LPWAX Mutual Fund

NAV$17.64

AUM$18M

TER0.84%

Holdings36

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LPWAX Mutual Fund

NAV$17.64

BlackRock LifePath Dynamic 2065 Fund Investor A Class

AUM$18M

TER0.84%

Holdings36

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

LPWAX Mutual Fund Overlap Analysis

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

LPWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, LPWAX may share significant positions with broad-market funds.

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