LMTAX Mutual Fund Analysis & Holdings | MarketXLS

LMTAX Mutual Fund

NAV$9.92

TER0.55%

Holdings20

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LMTAX Mutual Fund

NAV$9.92

Invesco Short Duration Inflation Protected Fund Class A

TER0.55%

Holdings20

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

LMTAX Mutual Fund Overlap Analysis

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

LMTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, LMTAX may share significant positions with broad-market funds.

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