LCSTX Mutual Fund Analysis & Holdings | MarketXLS

LCSTX Mutual Fund

NAV$30.90

AUM$315,090.78

TER1.20%

Holdings60

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LCSTX Mutual Fund

NAV$30.90

ClearBridge Sustainability Leaders Fund Class FI

AUM$315,090.78

TER1.20%

Holdings60

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

LCSTX Mutual Fund Overlap Analysis

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

LCSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, LCSTX may share significant positions with broad-market funds.

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