LEOIX Mutual Fund
LEOIX Mutual Fund
NAV$9.79
AUM$77M
TER1.34%
Holdings671
See how much of LEOIX you already own
LEOIX Mutual Fund
NAV$9.79
Lazard Enhanced Opportunities Portfolio Inst. Shares
AUM$77M
TER1.34%
Holdings671
See how much of LEOIX you already own
LEOIX Mutual Fund Overlap Analysis
LEOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LEOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 671 holdings, LEOIX may share significant positions with broad-market funds.
LEOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LEOIX tax-loss harvesting finds highly correlated but non-identical funds.