LEIFX Mutual Fund Analysis & Holdings | MarketXLS

LEIFX Mutual Fund

NAV$22.46

AUM$666M

TER1.12%

Holdings54

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LEIFX Mutual Fund

NAV$22.46

Federated Hermes Strategic Dividend Growth Fund, Inc. Class A

AUM$666M

TER1.12%

Holdings54

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

LEIFX Mutual Fund Overlap Analysis

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

LEIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, LEIFX may share significant positions with broad-market funds.

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