LMIAX Mutual Fund Holdings Overlap Calculator | MarketXLS

LMIAX Mutual Fund

NAV$9.65

AUM$16M

TER0.81%

Holdings61

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LMIAX Mutual Fund

NAV$9.65

Columbia Massachusetts Intermediate Municipal Bond Fund Class A

AUM$16M

TER0.81%

Holdings61

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

LMIAX Mutual Fund Overlap Analysis

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

LMIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, LMIAX may share significant positions with broad-market funds.

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