LMPEX Mutual Fund

NAV$30.64

AUM$2M

TER0.98%

Holdings129

LMPEX Mutual Fund

NAV$30.64

Franklin Global Equity Fund Class 1

AUM$2M

TER0.98%

Holdings129

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare LMPEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LMPEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LMPEX Mutual Fund Overlap Analysis

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

LMPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, LMPEX may share significant positions with broad-market funds.

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