LMISX Mutual Fund

NAV$30.83

AUM$532M

TER0.70%

Holdings122

LMISX Mutual Fund

NAV$30.83

Franklin US Large Cap Equity Fund Class IS

AUM$532M

TER0.70%

Holdings122

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LMISX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LMISX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LMISX Mutual Fund Overlap Analysis

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

LMISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 122 holdings, LMISX may share significant positions with broad-market funds.

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