LMLSX Mutual Fund

NAV$44.78

AUM$235M

TER0.44%

Holdings57

LMLSX Mutual Fund

NAV$44.78

ClearBridge Large Cap Value Fund Class IS

AUM$235M

TER0.44%

Holdings57

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Holdings Overlap Analysis

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

LMLSX Mutual Fund Overlap Analysis

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

LMLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, LMLSX may share significant positions with broad-market funds.

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