CONRX Mutual Fund
CONRX Mutual Fund
Lazard US Convertibles Portfolio Class R6
TER0.70%
Holdings96
See how much of CONRX you already own
CONRX Mutual Fund Overlap Analysis
CONRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CONRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, CONRX may share significant positions with broad-market funds.
CONRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CONRX tax-loss harvesting finds highly correlated but non-identical funds.