LSAIX Mutual Fund

NAV$11.38

AUM$116M

TER1.59%

Holdings753

LSAIX Mutual Fund

NAV$11.38

LoCorr Strategic Allocation Fund Class I

AUM$116M

TER1.59%

Holdings753

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Holdings Overlap Analysis

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

LSAIX Mutual Fund Overlap Analysis

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

LSAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 753 holdings, LSAIX may share significant positions with broad-market funds.

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