LCEAX Mutual Fund
LCEAX Mutual Fund
NAV$19.68
TER0.83%
Holdings80
See how much of LCEAX you already own
LCEAX Mutual Fund
NAV$19.68
Invesco Diversified Dividend Funds Class A
TER0.83%
Holdings80
See how much of LCEAX you already own
LCEAX Mutual Fund Overlap Analysis
LCEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, LCEAX may share significant positions with broad-market funds.
LCEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCEAX tax-loss harvesting finds highly correlated but non-identical funds.