LCAMX Mutual Fund Holdings Overlap Calculator | MarketXLS

LCAMX Mutual Fund

NAV$8.73

AUM$800,000

TER1.50%

Holdings74

See what you own twice

Check LCAMX against your other funds. Free for up to 5.

Check my overlap

LCAMX Mutual Fund

NAV$8.73

Leader Capital Short Term High Yield Bond Fund Class A

AUM$800,000

TER1.50%

Holdings74

See what you own twice

Check LCAMX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

LCAMX Mutual Fund Overlap Analysis

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

LCAMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, LCAMX may share significant positions with broad-market funds.

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