LMNSX Mutual Fund
LMNSX Mutual Fund
NAV$82.62
AUM$193M
TER0.85%
Holdings88
LMNSX Mutual Fund
NAV$82.62
ClearBridge Small Cap Fund Class I
AUM$193M
TER0.85%
Holdings88
LMNSX Mutual Fund Overlap Analysis
LMNSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMNSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, LMNSX may share significant positions with broad-market funds.
LMNSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMNSX tax-loss harvesting finds highly correlated but non-identical funds.