LASYX Mutual Fund
NAV$9.73
AUM$641M
TER0.70%
Holdings937
LASYX Mutual Fund
NAV$9.73
Loomis Sayles Strategic Alpha Fund Class Y
AUM$641M
TER0.70%
Holdings937
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LASYX Mutual Fund Overlap Analysis
LASYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LASYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 937 holdings, LASYX may share significant positions with broad-market funds.
LASYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LASYX tax-loss harvesting finds highly correlated but non-identical funds.