LSFIX Mutual Fund

NAV$11.89

Holdings Overlap Analysis

Compare LSFIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LSFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LSFIX Mutual Fund Overlap Analysis

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

LSFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 839 holdings, LSFIX may share significant positions with broad-market funds.

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