LAWCX Mutual Fund
LAWCX Mutual Fund
NAV$21.20
AUM$14,737
TER1.92%
Holdings11
See how much of LAWCX you already own
LAWCX Mutual Fund
NAV$21.20
Ladenburg Aggressive Growth Fund Class C
AUM$14,737
TER1.92%
Holdings11
See how much of LAWCX you already own
LAWCX Mutual Fund Overlap Analysis
LAWCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, LAWCX may share significant positions with broad-market funds.
LAWCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAWCX tax-loss harvesting finds highly correlated but non-identical funds.