LSSIX Mutual Fund

NAV$34.61

AUM$1.0B

TER0.93%

Holdings96

LSSIX Mutual Fund

NAV$34.61

Loomis Sayles Small Cap Growth Fund Institutional Class

AUM$1.0B

TER0.93%

Holdings96

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

LSSIX Mutual Fund Overlap Analysis

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

LSSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, LSSIX may share significant positions with broad-market funds.

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