LPYKX Mutual Fund Analysis & Holdings | MarketXLS

LPYKX Mutual Fund

NAV$13.32

AUM$7M

TER0.34%

Holdings18

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LPYKX Mutual Fund

NAV$13.32

BlackRock LifePath Dynamic 2070 Fund Investor Class K

AUM$7M

TER0.34%

Holdings18

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

LPYKX Mutual Fund Overlap Analysis

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

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

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