LMPPX Mutual Fund
LMPPX Mutual Fund
NAV$37.38
AUM$25M
TER1.24%
Holdings62
See how much of LMPPX you already own
LMPPX Mutual Fund
NAV$37.38
ClearBridge Appreciation Fund Class R
AUM$25M
TER1.24%
Holdings62
See how much of LMPPX you already own
LMPPX Mutual Fund Overlap Analysis
LMPPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMPPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, LMPPX may share significant positions with broad-market funds.
LMPPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMPPX tax-loss harvesting finds highly correlated but non-identical funds.