LPWRX Mutual Fund Analysis & Holdings | MarketXLS

LPWRX Mutual Fund

NAV$17.54

AUM$1M

TER1.04%

Holdings36

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LPWRX Mutual Fund

NAV$17.54

BlackRock LifePath Dynamic 2065 Fund Class R

AUM$1M

TER1.04%

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

LPWRX Mutual Fund Overlap Analysis

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

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

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