LPWCX Mutual Fund Analysis & Holdings | MarketXLS

LPWCX Mutual Fund

NAV$17.38

AUM$1M

TER1.59%

Holdings36

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LPWCX Mutual Fund

NAV$17.38

BlackRock LifePath Dynamic 2065 Fund Investor C Class

AUM$1M

TER1.59%

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

LPWCX Mutual Fund Overlap Analysis

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

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

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