LKBLX Mutual Fund
LKBLX Mutual Fund
NAV$55.10
AUM$27M
TER1.00%
Holdings50
LKBLX Mutual Fund
NAV$55.10
LK Balanced Fund Inst Cl
AUM$27M
TER1.00%
Holdings50
LKBLX Mutual Fund Overlap Analysis
LKBLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LKBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, LKBLX may share significant positions with broad-market funds.
LKBLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LKBLX tax-loss harvesting finds highly correlated but non-identical funds.