LANIX Mutual Fund
NAV$18.57
AUM$11M
TER0.81%
Holdings16
LANIX Mutual Fund
NAV$18.57
Franklin Multi-Asset Growth Fund Class I
AUM$11M
TER0.81%
Holdings16
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LANIX Mutual Fund Overlap Analysis
LANIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LANIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, LANIX may share significant positions with broad-market funds.
LANIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LANIX tax-loss harvesting finds highly correlated but non-identical funds.