LSSNX Mutual Fund
NAV$35.41
AUM$1.2B
TER0.82%
Holdings96
LSSNX Mutual Fund
NAV$35.41
Loomis Sayles Small Cap Growth Fund Class N
AUM$1.2B
TER0.82%
Holdings96
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LSSNX Mutual Fund Overlap Analysis
LSSNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSSNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, LSSNX may share significant positions with broad-market funds.
LSSNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSSNX tax-loss harvesting finds highly correlated but non-identical funds.