LMLSX Mutual Fund
LMLSX Mutual Fund
NAV$44.64
AUM$241M
TER0.44%
Holdings57
See how much of LMLSX you already own
LMLSX Mutual Fund
NAV$44.64
ClearBridge Large Cap Value Fund Class IS
AUM$241M
TER0.44%
Holdings57
See how much of LMLSX you already own
LMLSX Mutual Fund Overlap Analysis
LMLSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, LMLSX may share significant positions with broad-market funds.
LMLSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMLSX tax-loss harvesting finds highly correlated but non-identical funds.