LBWIX Mutual Fund

NAV$24.34

AUM$3M

TER0.81%

Holdings222

LBWIX Mutual Fund

NAV$24.34

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class I

AUM$3M

TER0.81%

Holdings222

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Holdings Overlap Analysis

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

LBWIX Mutual Fund Overlap Analysis

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

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

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