LBRIX Mutual Fund

NAV$31.28

AUM$7M

TER1.15%

Holdings57

LBRIX Mutual Fund

NAV$31.28

ClearBridge Dividend Strategy Fund Class FI

AUM$7M

TER1.15%

Holdings57

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Holdings Overlap Analysis

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

LBRIX Mutual Fund Overlap Analysis

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

LBRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, LBRIX may share significant positions with broad-market funds.

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