LMRNX Mutual Fund
LMRNX Mutual Fund
NAV$35.87
AUM$495M
TER0.69%
Holdings207
See how much of LMRNX you already own
LMRNX Mutual Fund
NAV$35.87
1919 Socially Responsive Balanced Fund Class I
AUM$495M
TER0.69%
Holdings207
See how much of LMRNX you already own
LMRNX Mutual Fund Overlap Analysis
LMRNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMRNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 207 holdings, LMRNX may share significant positions with broad-market funds.
LMRNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMRNX tax-loss harvesting finds highly correlated but non-identical funds.