LMOFX Mutual Fund

NAV$48.30

AUM$9M

TER1.82%

Holdings36

LMOFX Mutual Fund

NAV$48.30

Patient Opportunity Trust Class FI

AUM$9M

TER1.82%

Holdings36

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Holdings Overlap Analysis

Compare LMOFX 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 LMOFX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

LMOFX Mutual Fund Overlap Analysis

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

LMOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, LMOFX may share significant positions with broad-market funds.

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