LBWAX Mutual Fund

NAV$24.21

AUM$94M

TER1.16%

Holdings222

LBWAX Mutual Fund

NAV$24.21

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A

AUM$94M

TER1.16%

Holdings222

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Holdings Overlap Analysis

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

LBWAX Mutual Fund Overlap Analysis

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

LBWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 222 holdings, LBWAX may share significant positions with broad-market funds.

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