Unwrap.Fund
Unwrap both →
Fund comparison · from official SEC filings

LPCRX vs LPHAX: how much do they overlap?

BlackRock LifePath Dynamic Retirement Fund and BlackRock LifePath Dynamic 2045 Fund
Holdings overlap
55%
of assets, by weight
Shared positions
23
of 25 / 25 holdings
LPCRX expense ratio
1.59%
net, per year
LPHAX expense ratio
0.84%
net, per year
LPCRX and LPHAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LPCRX
LPHAX
B
BDVFXBLACKROCK DIVER FIX INC-K
41.27%
8.30%
?
—DIVERSIFIED EQUITY MASTER
23.75%
39.31%
?
—MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio
7.05%
13.88%
S
STIPISHARES 0-5 YEAR TIPS BOND E
10.18%
0.01%
I
IEMGISHARES CORE MSCI EMERGING
3.64%
8.29%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.27%
5.62%
P
PBAKXBLACKROCK TACT OPPORT-K
5.40%
5.03%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
5.00%
5.30%
B
BIREXBLACKROCK REAL ESTATE-INS
0.22%
3.38%
S
SCZISHARES MSCI EAFE SMALL-CAP
1.26%
2.26%
I
IGFISHARES GLOBAL INFRASTRUCTUR
1.78%
0.49%
E
EWCISHARES MSCI CANADA ETF
0.08%
0.57%
?
—Chicago Board of Trade
0.03%
0.14%
?
—Chicago Mercantile Exchange
0.06%
-0.07%
?
—Morgan Stanley & Co. International PLC
0.02%
0.03%
B
BAC F 08.18.26BANK OF AMERICA NA
0.02%
0.02%
?
—Osaka Exchange
0.02%
0.02%
?
—The Montreal Exchange/Bourse De Montreal
0.01%
0.01%
B
BACR 4.4 06.15.27 GMTNBARCLAYS BANK PLC
0.00%
-0.11%
?
—ICE Futures U.S., Inc.
-0.00%
-0.01%
?
—Eurex Deutschland
-0.00%
-0.00%
?
—JPMorgan Chase Bank NA
-0.06%
-0.07%
?
—Goldman Sachs International
-0.07%
-0.07%
Only in LPCRX
I
IWMISHARES RUSSELL 2000 ETF
0.19%
D
DB 1.75 01.17.28 EMTNDEUTSCHE BANK AG
-0.11%
Only in LPHAX
U
USIGISHARES BROAD USD INVESTMENT
4.60%
I
IDEVISHARES CORE MSCI DEV MKTS
3.06%
Hold LPCRX and LPHAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
Other comparisons you might like
LPHAX vs LPCPXBlackRock LifePath Dynamic 2050 Fund
90% overlap
LPHAX vs LPCKXBlackRock LifePath Dynamic 2040 Fund
90% overlap
LPHAX vs LPVAXBlackRock LifePath Dynamic 2055 Fund
84% overlap
LPHAX vs LPJAXBlackRock LifePath Dynamic 2035 Fund
83% overlap
LPCRX vs LPCNXBlackRock LifePath Dynamic 2030 Fund
81% overlap
LPHAX vs LPCNXBlackRock LifePath Dynamic 2030 Fund
72% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.