LADIX Mutual Fund

NAV$27.05

AUM$83M

TER1.13%

Holdings79

LADIX Mutual Fund

NAV$27.05

ClearBridge Tactical Dividend Income Fund Class I

AUM$83M

TER1.13%

Holdings79

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Holdings Overlap Analysis

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

LADIX Mutual Fund Overlap Analysis

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

LADIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, LADIX may share significant positions with broad-market funds.

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