LAEMX Mutual Fund
LAEMX Mutual Fund
NAV$10.20
TER0.01%
Holdings270
LAEMX Mutual Fund
NAV$10.20
LADS: Enhanced Municipal Yield Completion Fund
TER0.01%
Holdings270
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.