LLAIX Mutual Fund
LLAIX Mutual Fund
NAV$17.90
AUM$9M
TER0.73%
Holdings18
See how much of LLAIX you already own
LLAIX Mutual Fund
NAV$17.90
Franklin Multi-Asset Moderate Growth Fund Class I
AUM$9M
TER0.73%
Holdings18
See how much of LLAIX you already own
LLAIX Mutual Fund Overlap Analysis
LLAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LLAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LLAIX may share significant positions with broad-market funds.
LLAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LLAIX tax-loss harvesting finds highly correlated but non-identical funds.