LNCIX Mutual Fund
LNCIX Mutual Fund
NAV$11.25
AUM$9M
TER1.15%
Holdings13
See how much of LNCIX you already own
LNCIX Mutual Fund
NAV$11.25
Ladenburg Income Fund Class I
AUM$9M
TER1.15%
Holdings13
See how much of LNCIX you already own
LNCIX Mutual Fund Overlap Analysis
LNCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LNCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, LNCIX may share significant positions with broad-market funds.
LNCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LNCIX tax-loss harvesting finds highly correlated but non-identical funds.