LMOOX Mutual Fund
LMOOX Mutual Fund
NAV$9.64
AUM$27M
TER0.55%
Holdings49
See how much of LMOOX you already own
LMOOX Mutual Fund
NAV$9.64
Western Asset Oregon Municipals Fund Class I
AUM$27M
TER0.55%
Holdings49
See how much of LMOOX you already own
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 49 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.