LCEIX Mutual Fund
LCEIX Mutual Fund
NAV$19.67
AUM$1.8B
TER0.75%
Holdings80
See how much of LCEIX you already own
LCEIX Mutual Fund
NAV$19.67
Invesco Diversified Dividend Fund Investor Class
AUM$1.8B
TER0.75%
Holdings80
See how much of LCEIX you already own
LCEIX Mutual Fund Overlap Analysis
LCEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, LCEIX may share significant positions with broad-market funds.
LCEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCEIX tax-loss harvesting finds highly correlated but non-identical funds.