LAEMX Mutual Fund
LAEMX Mutual Fund
NAV$10.05
TER0.01%
Holdings270
See how much of LAEMX you already own
LAEMX Mutual Fund
NAV$10.05
LADS: Enhanced Municipal Yield Completion Fund
TER0.01%
Holdings270
See how much of LAEMX you already own
LAEMX Mutual Fund Overlap Analysis
LAEMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAEMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 270 holdings, LAEMX may share significant positions with broad-market funds.
LAEMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAEMX tax-loss harvesting finds highly correlated but non-identical funds.