LSBRX Mutual Fund

NAV$11.72

AUM$847M

TER0.89%

Holdings708

LSBRX Mutual Fund

NAV$11.72

Loomis Sayles Income Fund Retail Class

AUM$847M

TER0.89%

Holdings708

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Holdings Overlap Analysis

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

LSBRX Mutual Fund Overlap Analysis

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

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

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