LSEIX Mutual Fund
NAV$19.13
AUM$48M
TER1.99%
Holdings370
LSEIX Mutual Fund
NAV$19.13
Persimmon Long/Short Fund Class I
AUM$48M
TER1.99%
Holdings370
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LSEIX Mutual Fund Overlap Analysis
LSEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 370 holdings, LSEIX may share significant positions with broad-market funds.
LSEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSEIX tax-loss harvesting finds highly correlated but non-identical funds.