LEOOX Mutual Fund
LEOOX Mutual Fund
NAV$9.86
AUM$1M
TER1.59%
Holdings397
See how much of LEOOX you already own
LEOOX Mutual Fund
NAV$9.86
Lazard Enhanced Opportunities Portfolio Open Shares
AUM$1M
TER1.59%
Holdings397
See how much of LEOOX you already own
LEOOX Mutual Fund Overlap Analysis
LEOOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LEOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 397 holdings, LEOOX may share significant positions with broad-market funds.
LEOOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LEOOX tax-loss harvesting finds highly correlated but non-identical funds.