LEOOX Mutual Fund
NAV$9.94
AUM$1M
TER1.59%
Holdings397
LEOOX Mutual Fund
NAV$9.94
Lazard Enhanced Opportunities Portfolio Open Shares
AUM$1M
TER1.59%
Holdings397
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LEOOX Mutual Fund Overlap Analysis
LEOOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LEOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 397 holdings, LEOOX may share significant positions with broad-market funds.
LEOOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LEOOX tax-loss harvesting finds highly correlated but non-identical funds.