LSCRX Mutual Fund

NAV$23.56

AUM$73M

TER1.15%

Holdings101

LSCRX Mutual Fund

NAV$23.56

Loomis Sayles Funds - Small Cap Value Fund Retail Class

AUM$73M

TER1.15%

Holdings101

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Holdings Overlap Analysis

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

LSCRX Mutual Fund Overlap Analysis

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

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

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