LCATX Mutual Fund

NAV$11.41

AUM$542,233.27

TER1.33%

Holdings180

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LCATX Mutual Fund

NAV$11.41

Leader Capital High Quality Income Fund Class A

AUM$542,233.27

TER1.33%

Holdings180

See how much of LCATX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

LCATX Mutual Fund Overlap Analysis

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

LCATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 180 holdings, LCATX may share significant positions with broad-market funds.

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