LBARX Mutual Fund

NAV$10.92

AUM$76,028.03

TER1.46%

Holdings110

LBARX Mutual Fund

NAV$10.92

BrandywineGLOBAL - Multi-Sector Opportunities Fund Class R

AUM$76,028.03

TER1.46%

Holdings110

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Holdings Overlap Analysis

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

LBARX Mutual Fund Overlap Analysis

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

LBARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, LBARX may share significant positions with broad-market funds.

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