LMCJX Mutual Fund
LMCJX Mutual Fund
NAV$10.39
AUM$20M
TER1.33%
Holdings41
See how much of LMCJX you already own
LMCJX Mutual Fund
NAV$10.39
Miller Income Fund Class A
AUM$20M
TER1.33%
Holdings41
See how much of LMCJX you already own
LMCJX Mutual Fund Overlap Analysis
LMCJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMCJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, LMCJX may share significant positions with broad-market funds.
LMCJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMCJX tax-loss harvesting finds highly correlated but non-identical funds.