LBORX Mutual Fund
LBORX Mutual Fund
NAV$8.85
AUM$4M
TER1.25%
Holdings80
See how much of LBORX you already own
LBORX Mutual Fund
NAV$8.85
BrandywineGLOBAL - Global Opportunities Bond Fund Class R
AUM$4M
TER1.25%
Holdings80
See how much of LBORX you already own
LBORX Mutual Fund Overlap Analysis
LBORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LBORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, LBORX may share significant positions with broad-market funds.
LBORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LBORX tax-loss harvesting finds highly correlated but non-identical funds.