LMCLX Mutual Fund Analysis & Holdings | MarketXLS

LMCLX Mutual Fund

NAV$10.13

AUM$61M

TER1.05%

Holdings41

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LMCLX Mutual Fund

NAV$10.13

Miller Income Fund Class I

AUM$61M

TER1.05%

Holdings41

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

LMCLX Mutual Fund Overlap Analysis

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

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

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