LMTYX Mutual Fund Analysis & Holdings | MarketXLS

LMTYX Mutual Fund

NAV$9.94

AUM$10M

TER0.30%

Holdings20

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LMTYX Mutual Fund

NAV$9.94

Invesco Short Duration Inflation Protected Fund Class Y

AUM$10M

TER0.30%

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

LMTYX Mutual Fund Overlap Analysis

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

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

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