LANIX Mutual Fund
LANIX Mutual Fund
NAV$19.08
AUM$12M
TER0.79%
Holdings16
See how much of LANIX you already own
LANIX Mutual Fund
NAV$19.08
Franklin Multi-Asset Growth Fund Class I
AUM$12M
TER0.79%
Holdings16
See how much of LANIX you already own
LANIX Mutual Fund Overlap Analysis
LANIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LANIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, LANIX may share significant positions with broad-market funds.
LANIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LANIX tax-loss harvesting finds highly correlated but non-identical funds.