LIORX Mutual Fund
LIORX Mutual Fund
NAV$15.57
AUM$654,089.89
TER1.50%
Holdings67
See how much of LIORX you already own
LIORX Mutual Fund
NAV$15.57
ClearBridge International Value Fund Class R
AUM$654,089.89
TER1.50%
Holdings67
See how much of LIORX you already own
LIORX Mutual Fund Overlap Analysis
LIORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LIORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, LIORX may share significant positions with broad-market funds.
LIORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIORX tax-loss harvesting finds highly correlated but non-identical funds.