LMBAX Mutual Fund

NAV$17.49

AUM$111M

TER1.30%

Holdings259

LMBAX Mutual Fund

NAV$17.49

Franklin US Small Cap Equity Fund Class A

AUM$111M

TER1.30%

Holdings259

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Holdings Overlap Analysis

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

LMBAX Mutual Fund Overlap Analysis

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

LMBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 259 holdings, LMBAX may share significant positions with broad-market funds.

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