LBIIX Mutual Fund
NAV$16.11
AUM$1.1B
TER0.47%
Holdings592
LBIIX Mutual Fund
NAV$16.11
Thrivent Income Fund Class S
AUM$1.1B
TER0.47%
Holdings592
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LBIIX Mutual Fund Overlap Analysis
LBIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LBIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 592 holdings, LBIIX may share significant positions with broad-market funds.
LBIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LBIIX tax-loss harvesting finds highly correlated but non-identical funds.