LPHIX Mutual Fund

NAV$22.29

AUM$10M

TER0.59%

Holdings33

LPHIX Mutual Fund

NAV$22.29

BlackRock LifePath Dynamic 2045 Fund Institutional Class

AUM$10M

TER0.59%

Holdings33

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Holdings Overlap Analysis

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

LPHIX Mutual Fund Overlap Analysis

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

LPHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, LPHIX may share significant positions with broad-market funds.

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