LCMNX Mutual Fund Analysis & Holdings | MarketXLS

LCMNX Mutual Fund

NAV$10.24

AUM$12M

TER2.05%

Holdings41

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LCMNX Mutual Fund

NAV$10.24

Miller Income Fund Class C

AUM$12M

TER2.05%

Holdings41

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

LCMNX Mutual Fund Overlap Analysis

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

LCMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, LCMNX may share significant positions with broad-market funds.

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