LROSX Mutual Fund

NAV$11.09

AUM$20M

TER0.76%

Holdings110

LROSX Mutual Fund

NAV$11.09

BrandywineGLOBAL - Multi-Sector Opportunities Fund Class IS

AUM$20M

TER0.76%

Holdings110

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Holdings Overlap Analysis

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

LROSX Mutual Fund Overlap Analysis

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

LROSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, LROSX may share significant positions with broad-market funds.

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