LBSCX Mutual Fund
NAV$39.30
AUM$1.3B
TER1.65%
Holdings82
LBSCX Mutual Fund
NAV$39.30
Columbia Dividend Income Fund Class C
AUM$1.3B
TER1.65%
Holdings82
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LBSCX Mutual Fund Overlap Analysis
LBSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LBSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, LBSCX may share significant positions with broad-market funds.
LBSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LBSCX tax-loss harvesting finds highly correlated but non-identical funds.