LMPOX Mutual Fund
LMPOX Mutual Fund
NAV$33.58
AUM$62M
TER1.48%
Holdings96
LMPOX Mutual Fund
NAV$33.58
ClearBridge Small Cap Growth Fund Class R
AUM$62M
TER1.48%
Holdings96
LMPOX Mutual Fund Overlap Analysis
LMPOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMPOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, LMPOX may share significant positions with broad-market funds.
LMPOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMPOX tax-loss harvesting finds highly correlated but non-identical funds.