LMCUX Mutual Fund Analysis & Holdings | MarketXLS

LMCUX Mutual Fund

NAV$14.00

AUM$27M

TER0.62%

Holdings90

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LMCUX Mutual Fund

NAV$14.00

Western Asset California Municipals Fund Class I

AUM$27M

TER0.62%

Holdings90

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

LMCUX Mutual Fund Overlap Analysis

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

LMCUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, LMCUX may share significant positions with broad-market funds.

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