LBTTX Mutual Fund

NAV$9.09

AUM$66,521.58

TER1.80%

Holdings5

LBTTX Mutual Fund

NAV$9.09

LGM Risk Managed Total Return Fund Investor Class

AUM$66,521.58

TER1.80%

Holdings5

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Holdings Overlap Analysis

Compare LBTTX 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 LBTTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LBTTX Mutual Fund Overlap Analysis

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

LBTTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, LBTTX may share significant positions with broad-market funds.

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