LPWRX Mutual Fund

LPWRX Mutual Fund

NAV$17.38
See how much of LPWRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 40 holdings · as of Mar 31, 2026
Top 10 weight
98.43%
LPWRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Diversified Equity
50.15%		50.1%519,751$43.32M--
2—International Tilts Master
15.13%		65.3%548,027$13.07M--
3
IEMG
Ishares Core Msci Emerging MarFinancials · Capital Markets
10.88%		76.2%134,780$9.40MFinancialsCapital Markets
4
IDEV
Ishares Core Msci Int Devel EtfFinancials · Banks
7.73%		83.9%79,875$6.68MFinancialsBanks
5
PBAKK
Blk Tactical Opportunities Class K
4.90%		88.8%257,969$4.23M--
6DebtBlk Csh Fnd Treasury Sl Agency
3.48%		92.3%3,003,971$3.00M--
7
SCZ
Ishares Msci Eafe Small Cap ETFFinancials · Capital Markets
2.21%		94.5%24,366$1.91MFinancialsCapital Markets
8
EWC
Energy World Corp Ltd
2.19%		96.7%34,477$1.89M--
9
IWM
Ishares Russell 2000 Index ETFFinancials · Capital Markets
0.94%		97.6%3,273$811.7KFinancialsCapital Markets
10
USIG
Ishares Broad Usd Investment G
0.82%		98.4%13,744$704.1K--
More holdings · Pro
FundXLS Pro
See the other 30 holdings of LPWRX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
CurrencyInterest RatesETF ProvidersAsset ManagementInvestment TechnologyConsumer Spending

LPWRX Mutual Fund Top Holdings

LPWRX holdings top 10 positions. The top 10 holdings account for 98.4% of the fund, led by Diversified Equity at 50.1%, Intl Tilts Master at 15.1%, Ishares Core Msci Emerging Mar at 10.9%.

LPWRX portfolio concentration is relatively high, with the top 10 representing 98.4% of total assets. The largest sector exposure is Financials at 21.8%.

LPWRX sectors provide a detailed breakdown. LPWRX overlap shows how holdings compare to other funds in your portfolio.