LPVRX Mutual Fund

NAV$24.68

AUM$11M

TER1.04%

Holdings32

LPVRX Mutual Fund

NAV$24.68

BlackRock LifePath Dynamic 2055 Fund Class R

AUM$11M

TER1.04%

Holdings32

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Holdings Overlap Analysis

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

LPVRX Mutual Fund Overlap Analysis

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

LPVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, LPVRX may share significant positions with broad-market funds.

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