LSDNX Mutual Fund
NAV$9.43
AUM$18M
TER0.35%
Holdings591
LSDNX Mutual Fund
NAV$9.43
Loomis Sayles Intermediate Duration Bond Fund Class N
AUM$18M
TER0.35%
Holdings591
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LSDNX Mutual Fund Overlap Analysis
LSDNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSDNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 591 holdings, LSDNX may share significant positions with broad-market funds.
LSDNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSDNX tax-loss harvesting finds highly correlated but non-identical funds.