LEVIX Mutual Fund

NAV$14.59

AUM$24M

TER0.80%

Holdings21

LEVIX Mutual Fund

NAV$14.59

Lazard US Equity Concentrated Portfolio Institutional Shares

AUM$24M

TER0.80%

Holdings21

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Holdings Overlap Analysis

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

LEVIX Mutual Fund Overlap Analysis

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

LEVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, LEVIX may share significant positions with broad-market funds.

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