LMASX Mutual Fund
NAV$38.41
AUM$11M
TER1.85%
Holdings88
LMASX Mutual Fund
NAV$38.41
ClearBridge Small Cap Fund Class C
AUM$11M
TER1.85%
Holdings88

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LMASX Mutual Fund Overlap Analysis
LMASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, LMASX may share significant positions with broad-market funds.
LMASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMASX tax-loss harvesting finds highly correlated but non-identical funds.