LMOFX Mutual Fund
LMOFX Mutual Fund
NAV$59.30
AUM$11M
TER1.74%
Holdings36
See how much of LMOFX you already own
LMOFX Mutual Fund
NAV$59.30
Patient Opportunity Trust Class FI
AUM$11M
TER1.74%
Holdings36
See how much of LMOFX you already own
LMOFX Mutual Fund Overlap Analysis
LMOFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, LMOFX may share significant positions with broad-market funds.
LMOFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMOFX tax-loss harvesting finds highly correlated but non-identical funds.