LAWAX Mutual Fund
LAWAX Mutual Fund
NAV$22.81
AUM$1M
TER1.17%
Holdings11
See how much of LAWAX you already own
LAWAX Mutual Fund
NAV$22.81
Ladenburg Aggressive Growth Fund Class A
AUM$1M
TER1.17%
Holdings11
See how much of LAWAX you already own
LAWAX Mutual Fund Overlap Analysis
LAWAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, LAWAX may share significant positions with broad-market funds.
LAWAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAWAX tax-loss harvesting finds highly correlated but non-identical funds.