LMBMX Mutual Fund Analysis & Holdings | MarketXLS

LMBMX Mutual Fund

NAV$18.21

AUM$5M

TER0.75%

Holdings259

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

LMBMX Mutual Fund

NAV$18.21

Franklin US Small Cap Equity Fund Class IS

AUM$5M

TER0.75%

Holdings259

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare LMBMX 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 LMBMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LMBMX Mutual Fund Overlap Analysis

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

LMBMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 259 holdings, LMBMX may share significant positions with broad-market funds.

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