LMCKX Mutual Fund

NAV$9.59

AUM$233,361.58

TER1.37%

Holdings41

LMCKX Mutual Fund

NAV$9.59

Miller Income Fund Class FI

AUM$233,361.58

TER1.37%

Holdings41

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Holdings Overlap Analysis

Compare LMCKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LMCKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LMCKX Mutual Fund Overlap Analysis

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

LMCKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, LMCKX may share significant positions with broad-market funds.

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