LCEYX Mutual Fund
LCEYX Mutual Fund
NAV$20.21
AUM$2.5B
TER0.58%
Holdings80
See how much of LCEYX you already own
LCEYX Mutual Fund
NAV$20.21
Invesco Diversified Dividend Fund Class Y
AUM$2.5B
TER0.58%
Holdings80
See how much of LCEYX you already own
LCEYX Mutual Fund Overlap Analysis
LCEYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCEYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, LCEYX may share significant positions with broad-market funds.
LCEYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCEYX tax-loss harvesting finds highly correlated but non-identical funds.