LMNVX Mutual Fund

NAV$144.72

AUM$504M

TER0.76%

Holdings69

LMNVX Mutual Fund

NAV$144.72

ClearBridge Value Fund Class I

AUM$504M

TER0.76%

Holdings69

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Holdings Overlap Analysis

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

LMNVX Mutual Fund Overlap Analysis

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

LMNVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, LMNVX may share significant positions with broad-market funds.

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