LOTAX Mutual Fund

NAV$13.75

AUM$18M

TER2.06%

Holdings224

LOTAX Mutual Fund

NAV$13.75

LoCorr Market Trend Fund Class A

AUM$18M

TER2.06%

Holdings224

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Holdings Overlap Analysis

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

LOTAX Mutual Fund Overlap Analysis

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

LOTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 224 holdings, LOTAX may share significant positions with broad-market funds.

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