LBSAX Mutual Fund Holdings Overlap Calculator | MarketXLS

LBSAX Mutual Fund

NAV$41.08

AUM$5.5B

TER0.90%

Holdings82

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LBSAX Mutual Fund

NAV$41.08

Columbia Dividend Income Fund Class A

AUM$5.5B

TER0.90%

Holdings82

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LBSAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LBSAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LBSAX Mutual Fund Overlap Analysis

LBSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LBSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, LBSAX may share significant positions with broad-market funds.

LBSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LBSAX tax-loss harvesting finds highly correlated but non-identical funds.