LAOXX Mutual Fund
LAOXX Mutual Fund
NAV$1.00
TER0.40%
Holdings1
LAOXX Mutual Fund
NAV$1.00
Western Asset Institutional US Treasury Obligations Money Market Fund Administrative Class
TER0.40%
Holdings1
LAOXX Mutual Fund Overlap Analysis
LAOXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAOXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, LAOXX may share significant positions with broad-market funds.
LAOXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAOXX tax-loss harvesting finds highly correlated but non-identical funds.