LSBNX Mutual Fund

NAV$11.84

AUM$438M

TER0.59%

Holdings708

LSBNX Mutual Fund

NAV$11.84

Loomis Sayles Income Fund Class N

AUM$438M

TER0.59%

Holdings708

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare LSBNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LSBNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LSBNX Mutual Fund Overlap Analysis

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

LSBNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 708 holdings, LSBNX may share significant positions with broad-market funds.

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