LMOPX Mutual Fund
LMOPX Mutual Fund
NAV$50.20
AUM$60M
TER2.44%
Holdings36
See how much of LMOPX you already own
LMOPX Mutual Fund
NAV$50.20
Patient Opportunity Trust Class C
AUM$60M
TER2.44%
Holdings36
See how much of LMOPX you already own
LMOPX Mutual Fund Overlap Analysis
LMOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, LMOPX may share significant positions with broad-market funds.
LMOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMOPX tax-loss harvesting finds highly correlated but non-identical funds.