LCLIX Mutual Fund

NAV$43.98

AUM$195M

TER0.52%

Holdings57

LCLIX Mutual Fund

NAV$43.98

ClearBridge Large Cap Value Fund Class 1

AUM$195M

TER0.52%

Holdings57

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Holdings Overlap Analysis

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

LCLIX Mutual Fund Overlap Analysis

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

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

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