LMPIX Mutual Fund
LMPIX Mutual Fund
NAV$37.92
AUM$2M
TER1.02%
Holdings62
See how much of LMPIX you already own
LMPIX Mutual Fund
NAV$37.92
ClearBridge Appreciation Fund Class FI
AUM$2M
TER1.02%
Holdings62
See how much of LMPIX you already own
LMPIX Mutual Fund Overlap Analysis
LMPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, LMPIX may share significant positions with broad-market funds.
LMPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMPIX tax-loss harvesting finds highly correlated but non-identical funds.