LMREX Mutual Fund

NAV$32.15

AUM$55M

TER1.45%

Holdings63

LMREX Mutual Fund

NAV$32.15

ClearBridge Mid Cap Fund Class R

AUM$55M

TER1.45%

Holdings63

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Holdings Overlap Analysis

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

LMREX Mutual Fund Overlap Analysis

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

LMREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, LMREX may share significant positions with broad-market funds.

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