LMOOX Mutual Fund
LMOOX Mutual Fund
NAV$9.71
AUM$27M
TER0.55%
Holdings51
LMOOX Mutual Fund
NAV$9.71
Western Asset Oregon Municipals Fund Class I
AUM$27M
TER0.55%
Holdings51
LMOOX Mutual Fund Overlap Analysis
LMOOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, LMOOX may share significant positions with broad-market funds.
LMOOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMOOX tax-loss harvesting finds highly correlated but non-identical funds.