LCISX Mutual Fund Analysis & Holdings | MarketXLS

LCISX Mutual Fund

NAV$30.96

AUM$36M

TER0.85%

Holdings60

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LCISX Mutual Fund

NAV$30.96

ClearBridge Sustainability Leaders Fund Class I

AUM$36M

TER0.85%

Holdings60

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

LCISX Mutual Fund Overlap Analysis

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

LCISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, LCISX may share significant positions with broad-market funds.

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