LSIIX Mutual Fund

NAV$9.62

AUM$5.6B

TER0.48%

Holdings1,073

LSIIX Mutual Fund

NAV$9.62

Loomis Sayles Investment Grade Bond Fund Class Y

AUM$5.6B

TER0.48%

Holdings1,073

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

LSIIX Mutual Fund Overlap Analysis

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

LSIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1073 holdings, LSIIX may share significant positions with broad-market funds.

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