LMESX Mutual Fund

NAV$36.96

AUM$420M

TER0.55%

Holdings62

LMESX Mutual Fund

NAV$36.96

ClearBridge Appreciation Fund Class IS

AUM$420M

TER0.55%

Holdings62

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Holdings Overlap Analysis

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

LMESX Mutual Fund Overlap Analysis

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

LMESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, LMESX may share significant positions with broad-market funds.

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