LSDRX Mutual Fund

NAV$9.45

TER0.65%

Holdings591

LSDRX Mutual Fund

NAV$9.45

Loomis Sayles Intermediate Duration Bond Fund Class A

TER0.65%

Holdings591

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

LSDRX Mutual Fund Overlap Analysis

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

LSDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 591 holdings, LSDRX may share significant positions with broad-market funds.

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