LBSAX Mutual Fund
LBSAX Mutual Fund
NAV$40.32
AUM$5.5B
TER0.90%
Holdings81
See how much of LBSAX you already own
LBSAX Mutual Fund
NAV$40.32
Columbia Dividend Income Fund Class A
AUM$5.5B
TER0.90%
Holdings81
See how much of LBSAX you already own
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 81 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.