LPYCX Mutual Fund
NAV$13.15
AUM$126,866.38
TER1.59%
Holdings18
LPYCX Mutual Fund
NAV$13.15
BlackRock LifePath Dynamic 2070 Fund Investor Class C Shares
AUM$126,866.38
TER1.59%
Holdings18
LPYCX Mutual Fund Overlap Analysis
LPYCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPYCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LPYCX may share significant positions with broad-market funds.
LPYCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPYCX tax-loss harvesting finds highly correlated but non-identical funds.