LFEIX Mutual Fund
LFEIX Mutual Fund
NAV$22.57
AUM$30M
TER1.39%
Holdings54
See how much of LFEIX you already own
LFEIX Mutual Fund
NAV$22.57
Federated Hermes Strategic Dividend Growth Fund, Inc. Class F
AUM$30M
TER1.39%
Holdings54
See how much of LFEIX you already own
LFEIX Mutual Fund Overlap Analysis
LFEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, LFEIX may share significant positions with broad-market funds.
LFEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFEIX tax-loss harvesting finds highly correlated but non-identical funds.