LCATX Mutual Fund

NAV$11.46

AUM$542,233.27

TER1.33%

Holdings180

LCATX Mutual Fund

NAV$11.46

Leader Capital High Quality Income Fund Class A

AUM$542,233.27

TER1.33%

Holdings180

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare LCATX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LCATX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LCATX Mutual Fund Overlap Analysis

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

LCATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 180 holdings, LCATX may share significant positions with broad-market funds.

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