LISIX Mutual Fund

NAV$15.04

AUM$1.3B

TER0.84%

Holdings60

LISIX Mutual Fund

NAV$15.04

Lazard International Strategic Equity Portfolio Institutional Shares

AUM$1.3B

TER0.84%

Holdings60

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

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

Holdings Overlap Analysis

Compare LISIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LISIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LISIX Mutual Fund Overlap Analysis

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

LISIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, LISIX may share significant positions with broad-market funds.

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