LSSCX Mutual Fund

NAV$24.57

AUM$235M

TER0.90%

Holdings101

LSSCX Mutual Fund

NAV$24.57

Loomis Sayles Funds - Small Cap Value Fund Institutional Class

AUM$235M

TER0.90%

Holdings101

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Holdings Overlap Analysis

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

LSSCX Mutual Fund Overlap Analysis

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

LSSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, LSSCX may share significant positions with broad-market funds.

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