LPHRX Mutual Fund

NAV$20.86

AUM$15M

TER1.04%

Holdings33

LPHRX Mutual Fund

NAV$20.86

BlackRock LifePath Dynamic 2045 Fund Class R

AUM$15M

TER1.04%

Holdings33

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Holdings Overlap Analysis

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

LPHRX Mutual Fund Overlap Analysis

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

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

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