LLSCX Mutual Fund
LLSCX Mutual Fund
NAV$27.62
AUM$621M
TER0.95%
Holdings18
See how much of LLSCX you already own
LLSCX Mutual Fund
NAV$27.62
Longleaf Partners Small Cap Fund
AUM$621M
TER0.95%
Holdings18
See how much of LLSCX you already own
LLSCX Mutual Fund Overlap Analysis
LLSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LLSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LLSCX may share significant positions with broad-market funds.
LLSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LLSCX tax-loss harvesting finds highly correlated but non-identical funds.