LOWIX Mutual Fund

NAV$16.31

AUM$192M

TER1.02%

Holdings13

LOWIX Mutual Fund

NAV$16.31

Ladenburg Growth & Income Class I

AUM$192M

TER1.02%

Holdings13

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Holdings Overlap Analysis

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

LOWIX Mutual Fund Overlap Analysis

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

LOWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, LOWIX may share significant positions with broad-market funds.

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