LMNVX Mutual Fund
LMNVX Mutual Fund
NAV$148.50
AUM$519M
TER0.76%
Holdings69
See how much of LMNVX you already own
LMNVX Mutual Fund
NAV$148.50
ClearBridge Value Fund Class I
AUM$519M
TER0.76%
Holdings69
See how much of LMNVX you already own
LMNVX Mutual Fund Overlap Analysis
LMNVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMNVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, LMNVX may share significant positions with broad-market funds.
LMNVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMNVX tax-loss harvesting finds highly correlated but non-identical funds.