LSIRX Mutual Fund

NAV$42.27

AUM$162M

TER0.75%

Holdings63

LSIRX Mutual Fund

NAV$42.27

ClearBridge Mid Cap Fund Class IS

AUM$162M

TER0.75%

Holdings63

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

LSIRX Mutual Fund Overlap Analysis

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

LSIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, LSIRX may share significant positions with broad-market funds.

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