LSCNX Mutual Fund

NAV$24.73

AUM$71M

TER0.85%

Holdings101

LSCNX Mutual Fund

NAV$24.73

Loomis Sayles Funds - Small Cap Value Fund Class N

AUM$71M

TER0.85%

Holdings101

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Holdings Overlap Analysis

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

LSCNX Mutual Fund Overlap Analysis

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

LSCNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, LSCNX may share significant positions with broad-market funds.

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