LFTOX Mutual Fund

NAV$13.21

TER1.32%

Holdings124

LFTOX Mutual Fund

NAV$13.21

Lincoln US Equity Income Maximizer Fund Class A

TER1.32%

Holdings124

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Holdings Overlap Analysis

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

LFTOX Mutual Fund Overlap Analysis

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

LFTOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, LFTOX may share significant positions with broad-market funds.

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