LCRIX Mutual Fund
LCRIX Mutual Fund
NAV$24.43
AUM$324M
TER1.24%
Holdings224
See how much of LCRIX you already own
LCRIX Mutual Fund
NAV$24.43
Leuthold Core Investment Fund Inst Cl
AUM$324M
TER1.24%
Holdings224
See how much of LCRIX you already own
LCRIX Mutual Fund Overlap Analysis
LCRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 224 holdings, LCRIX may share significant positions with broad-market funds.
LCRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCRIX tax-loss harvesting finds highly correlated but non-identical funds.