LMNSX Mutual Fund
LMNSX Mutual Fund
NAV$79.22
AUM$189M
TER0.85%
Holdings88
See how much of LMNSX you already own
LMNSX Mutual Fund
NAV$79.22
ClearBridge Small Cap Fund Class I
AUM$189M
TER0.85%
Holdings88
See how much of LMNSX you already own
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.