LMCMX Mutual Fund
LMCMX Mutual Fund
NAV$10.51
AUM$94M
TER0.98%
Holdings41
See how much of LMCMX you already own
LMCMX Mutual Fund
NAV$10.51
Miller Income Fund Class IS
AUM$94M
TER0.98%
Holdings41
See how much of LMCMX you already own
LMCMX Mutual Fund Overlap Analysis
LMCMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMCMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, LMCMX may share significant positions with broad-market funds.
LMCMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMCMX tax-loss harvesting finds highly correlated but non-identical funds.