LMIIX Mutual Fund Analysis & Holdings | MarketXLS

LMIIX Mutual Fund

NAV$8.16

AUM$62M

TER0.54%

Holdings95

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LMIIX Mutual Fund

NAV$8.16

Western Asset Intermediate Maturity New York Municipals Fund Class I

AUM$62M

TER0.54%

Holdings95

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

LMIIX Mutual Fund Overlap Analysis

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

LMIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 95 holdings, LMIIX may share significant positions with broad-market funds.

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