LCEFX Mutual Fund Analysis & Holdings | MarketXLS

LCEFX Mutual Fund

NAV$20.14

AUM$5.1B

TER0.47%

Holdings77

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LCEFX Mutual Fund

NAV$20.14

Invesco Diversified Dividend Fund Cl R6

AUM$5.1B

TER0.47%

Holdings77

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

LCEFX Mutual Fund Overlap Analysis

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

LCEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, LCEFX may share significant positions with broad-market funds.

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