LCBOX Mutual Fund

NAV$31.50

AUM$1.8B

TER0.72%

Holdings57

LCBOX Mutual Fund

NAV$31.50

ClearBridge Dividend Strategy Fund Class 1

AUM$1.8B

TER0.72%

Holdings57

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Holdings Overlap Analysis

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

LCBOX Mutual Fund Overlap Analysis

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

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

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