LCMCX Mutual Fund Analysis & Holdings | MarketXLS

LCMCX Mutual Fund

NAV$8.72

AUM$1M

TER2.25%

Holdings74

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LCMCX Mutual Fund

NAV$8.72

Leader Capital Short Term High Yield Bond Fund Class C

AUM$1M

TER2.25%

Holdings74

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

LCMCX Mutual Fund Overlap Analysis

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

LCMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, LCMCX may share significant positions with broad-market funds.

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