# Portfolio overlap — LPVIX vs LPREX

Comparing **BlackRock LifePath Dynamic 2055 Fund** (2026-03-31) and **BlackRock LifePath Dynamic 2040 Fund** (2026-03-31).

- Shared positions: 18
- BlackRock LifePath Dynamic 2055 Fund covered by BlackRock LifePath Dynamic 2040 Fund: 0.7522201070492604768953596786
- BlackRock LifePath Dynamic 2040 Fund covered by BlackRock LifePath Dynamic 2055 Fund: 0.7522201070492604768953596787

## BlackRock LifePath Dynamic 2055 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DIVERSIFIED EQUITY MASTER MUTUAL FUNDS | 0.474055 | ✓ |
| International Tilts Master Portfolio | 0.137614 | ✓ |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 0.097520 | ✓ |
| iShares Core MSCI International Developed Markets ETF | 0.068502 |  |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.067577 | ✓ |
| BlackRock Tactical Opportunities Fund | 0.050391 | ✓ |
| BlackRock Cash Funds: Treasury, SL Agency Shares | 0.027799 | ✓ |
| ISHARES MSCI EAFE SMALL CAP ETF | 0.022674 | ✓ |
| iShares Broad USD Investment Grade Corporate Bond ETF | 0.014836 | ✓ |
| BlackRock Diversified Fixed Income Fund | 0.014488 | ✓ |
| Russell 2000 ETF | 0.008280 |  |
| BlackRock Real Estate Securities Fund | 0.007995 | ✓ |
| ISHARES MSCI CANADA ETF | 0.006317 | ✓ |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.001062 | ✓ |
| WHEAT SEP 26 | 0.000211 | ✓ |
| ZURICH INSURANCE GROUP AG | 0.000207 | ✓ |
| USD P ZAR C @16.70000 EO | 0.000180 | ✓ |
| TSE TOPIX (Tokyo Price Index) Future | 0.000167 | ✓ |
| S+P/TSX 60 IX FUT MAR26 | 0.000122 | ✓ |
| ZSCALER INC | 0.000003 | ✓ |

## BlackRock LifePath Dynamic 2040 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DIVERSIFIED EQUITY MASTER MUTUAL FUNDS | 0.368490 | ✓ |
| BlackRock Diversified Fixed Income Fund | 0.154448 | ✓ |
| International Tilts Master Portfolio | 0.141134 | ✓ |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 0.071203 | ✓ |
| BlackRock Cash Funds: Treasury, SL Agency Shares | 0.056274 | ✓ |
| BlackRock Tactical Opportunities Fund | 0.050898 | ✓ |
| iShares Broad USD Investment Grade Corporate Bond ETF | 0.044349 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.030218 | ✓ |
| BlackRock Real Estate Securities Fund | 0.028611 | ✓ |
| ISHARES MSCI EAFE SMALL CAP ETF | 0.022601 | ✓ |
| ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR | 0.021092 |  |
| ISHARES MSCI CANADA ETF | 0.004701 | ✓ |
| ISHARES 0 5 YEAR TIPS BOND ETF | 0.002338 |  |
| WHEAT SEP 26 | 0.001713 | ✓ |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.001091 | ✓ |
| USD P ZAR C @16.70000 EO | 0.000188 | ✓ |
| TSE TOPIX (Tokyo Price Index) Future | 0.000172 | ✓ |
| ZTO EXPRESS CAYMAN INC (GS) (CFD) | 0.000151 |  |
| S+P/TSX 60 IX FUT MAR26 | 0.000144 | ✓ |
| ZURICH INSURANCE GROUP AG | 0.000142 | ✓ |
| iShares Trust IBOXX USD INVST GRADE CORP | 0.000030 |  |
| VSTOXX FUTURE JAN26 | 0.000013 |  |
| ZSCALER INC | 0.000000 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-054527` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/893818/000141036826054527/0001410368-26-054527-index.htm>
- N-PORT (fund B) — accession `0001410368-26-054479` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/893818/000141036826054479/0001410368-26-054479-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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