LPFCX Mutual Fund
LPFCX Mutual Fund
NAV$4.68
AUM$601,106.49
TER2.62%
Holdings51
See how much of LPFCX you already own
LPFCX Mutual Fund
NAV$4.68
ALPS Global Opportunity Fund Class C
AUM$601,106.49
TER2.62%
Holdings51
See how much of LPFCX you already own
LPFCX Mutual Fund Overlap Analysis
LPFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, LPFCX may share significant positions with broad-market funds.
LPFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPFCX tax-loss harvesting finds highly correlated but non-identical funds.