LPPIX Mutual Fund
LPPIX Mutual Fund
NAV$11.15
AUM$14M
TER0.55%
Holdings73
See how much of LPPIX you already own
LPPIX Mutual Fund
NAV$11.15
Western Asset Pennsylvania Municipals Fund Class I
AUM$14M
TER0.55%
Holdings73
See how much of LPPIX you already own
LPPIX Mutual Fund Overlap Analysis
LPPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, LPPIX may share significant positions with broad-market funds.
LPPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPPIX tax-loss harvesting finds highly correlated but non-identical funds.