LKBLX Mutual Fund
LKBLX Mutual Fund
NAV$55.26
AUM$28M
TER1.00%
Holdings50
See how much of LKBLX you already own
LKBLX Mutual Fund
NAV$55.26
LK Balanced Fund Inst Cl
AUM$28M
TER1.00%
Holdings50
See how much of LKBLX you already own
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.