LHISX Mutual Fund Analysis & Holdings | MarketXLS

LHISX Mutual Fund

TER0.52%

Holdings44

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LHISX Mutual Fund

Western Asset Massachusetts Municipals Fund Class IS

TER0.52%

Holdings44

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

LHISX Mutual Fund Overlap Analysis

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

LHISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, LHISX may share significant positions with broad-market funds.

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