LNISX Mutual Fund
LNISX Mutual Fund
TER0.52%
Holdings85
LNISX Mutual Fund
Western Asset New Jersey Municipals Fund Class IS
TER0.52%
Holdings85
LNISX Mutual Fund Overlap Analysis
LNISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LNISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, LNISX may share significant positions with broad-market funds.
LNISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LNISX tax-loss harvesting finds highly correlated but non-identical funds.