LCLIX Mutual Fund
LCLIX Mutual Fund
NAV$44.45
AUM$199M
TER0.52%
Holdings57
See how much of LCLIX you already own
LCLIX Mutual Fund
NAV$44.45
ClearBridge Large Cap Value Fund Class 1
AUM$199M
TER0.52%
Holdings57
See how much of LCLIX you already own
LCLIX Mutual Fund Overlap Analysis
LCLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, LCLIX may share significant positions with broad-market funds.
LCLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCLIX tax-loss harvesting finds highly correlated but non-identical funds.