LPYIX Mutual Fund Analysis & Holdings | MarketXLS

LPYIX Mutual Fund

NAV$13.34

AUM$141,136.24

TER0.59%

Holdings18

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LPYIX Mutual Fund

NAV$13.34

BlackRock LifePath Dynamic 2070 Fund Institutional

AUM$141,136.24

TER0.59%

Holdings18

See inside every fund you own

$149/yr 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 LPYIX 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 LPYIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LPYIX Mutual Fund Overlap Analysis

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

LPYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LPYIX may share significant positions with broad-market funds.

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