LMSFX Mutual Fund Analysis & Holdings | MarketXLS

LMSFX Mutual Fund

NAV$9.46

AUM$169M

TER0.83%

Holdings158

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LMSFX Mutual Fund

NAV$9.46

Federated Hermes Municipal Bond Fund Class A

AUM$169M

TER0.83%

Holdings158

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LMSFX 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 LMSFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LMSFX Mutual Fund Overlap Analysis

LMSFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LMSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 158 holdings, LMSFX may share significant positions with broad-market funds.

LMSFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMSFX tax-loss harvesting finds highly correlated but non-identical funds.