LPJRX Mutual Fund

NAV$18.61

AUM$9M

TER1.04%

Holdings38

LPJRX Mutual Fund

NAV$18.61

BlackRock LifePath Dynamic 2035 Fund Class R

AUM$9M

TER1.04%

Holdings38

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Holdings Overlap Analysis

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

LPJRX Mutual Fund Overlap Analysis

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

LPJRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, LPJRX may share significant positions with broad-market funds.

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