LPYRX Mutual Fund Analysis & Holdings | MarketXLS

LPYRX Mutual Fund

NAV$13.22

AUM$225,587.74

TER1.04%

Holdings18

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LPYRX Mutual Fund

NAV$13.22

BlackRock LifePath Dynamic 2070 Fund Class R

AUM$225,587.74

TER1.04%

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

LPYRX Mutual Fund Overlap Analysis

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

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

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