LMRNX Mutual Fund

NAV$36.07

AUM$480M

TER0.69%

Holdings207

LMRNX Mutual Fund

NAV$36.07

1919 Socially Responsive Balanced Fund Class I

AUM$480M

TER0.69%

Holdings207

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Holdings Overlap Analysis

Compare LMRNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LMRNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.