LFMCX Mutual Fund
LFMCX Mutual Fund
NAV$7.66
AUM$22M
TER2.75%
Holdings472
See how much of LFMCX you already own
LFMCX Mutual Fund
NAV$7.66
LoCorr Macro Strategies Fund Class C
AUM$22M
TER2.75%
Holdings472
See how much of LFMCX you already own
LFMCX Mutual Fund Overlap Analysis
LFMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 472 holdings, LFMCX may share significant positions with broad-market funds.
LFMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFMCX tax-loss harvesting finds highly correlated but non-identical funds.