LMCLX Mutual Fund
LMCLX Mutual Fund
NAV$10.38
AUM$63M
TER1.05%
Holdings41
See how much of LMCLX you already own
LMCLX Mutual Fund
NAV$10.38
Miller Income Fund Class I
AUM$63M
TER1.05%
Holdings41
See how much of LMCLX you already own
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.