LCCIX Mutual Fund
LCCIX Mutual Fund
NAV$8.17
AUM$163M
TER1.25%
Holdings74
See how much of LCCIX you already own
LCCIX Mutual Fund
NAV$8.17
Leader Capital Short Term High Yield Bond Fund Class Institutional
AUM$163M
TER1.25%
Holdings74
See how much of LCCIX you already own
LCCIX Mutual Fund Overlap Analysis
LCCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, LCCIX may share significant positions with broad-market funds.
LCCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCCIX tax-loss harvesting finds highly correlated but non-identical funds.