LHMIX Mutual Fund
LHMIX Mutual Fund
NAV$11.40
AUM$5M
TER0.55%
Holdings44
See how much of LHMIX you already own
LHMIX Mutual Fund
NAV$11.40
Western Asset Massachusetts Municipals Fund Class I
AUM$5M
TER0.55%
Holdings44
See how much of LHMIX you already own
LHMIX Mutual Fund Overlap Analysis
LHMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LHMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, LHMIX may share significant positions with broad-market funds.
LHMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LHMIX tax-loss harvesting finds highly correlated but non-identical funds.