LMMRX Mutual Fund
LMMRX Mutual Fund
NAV$31.68
AUM$47M
TER1.36%
Holdings57
See how much of LMMRX you already own
LMMRX Mutual Fund
NAV$31.68
ClearBridge Dividend Strategy Fund Class R
AUM$47M
TER1.36%
Holdings57
See how much of LMMRX you already own
LMMRX Mutual Fund Overlap Analysis
LMMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, LMMRX may share significant positions with broad-market funds.
LMMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMMRX tax-loss harvesting finds highly correlated but non-identical funds.