LCISX Mutual Fund
LCISX Mutual Fund
NAV$30.54
AUM$35M
TER0.85%
Holdings60
See how much of LCISX you already own
LCISX Mutual Fund
NAV$30.54
ClearBridge Sustainability Leaders Fund Class I
AUM$35M
TER0.85%
Holdings60
See how much of LCISX you already own
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.