LFTOX Mutual Fund
LFTOX Mutual Fund
NAV$13.10
TER1.32%
Holdings124
See how much of LFTOX you already own
LFTOX Mutual Fund
NAV$13.10
Lincoln US Equity Income Maximizer Fund Class A
TER1.32%
Holdings124
See how much of LFTOX you already own
LFTOX Mutual Fund Overlap Analysis
LFTOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFTOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, LFTOX may share significant positions with broad-market funds.
LFTOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFTOX tax-loss harvesting finds highly correlated but non-identical funds.