LDMIX Mutual Fund Analysis & Holdings | MarketXLS

LDMIX Mutual Fund

NAV$22.51

AUM$122M

TER1.10%

Holdings64

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LDMIX Mutual Fund

NAV$22.51

Lazard Developing Markets Equity Portfolio Institutional Shares

AUM$122M

TER1.10%

Holdings64

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

LDMIX Mutual Fund Overlap Analysis

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

LDMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, LDMIX may share significant positions with broad-market funds.

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