LPXFX Mutual Fund
LPXFX Mutual Fund
NAV$9.52
TER0.60%
Holdings250
LPXFX Mutual Fund
NAV$9.52
Cohen & Steers Low Duration Preferred and Income Fund Inc Class F
TER0.60%
Holdings250
LPXFX Mutual Fund Overlap Analysis
LPXFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPXFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 250 holdings, LPXFX may share significant positions with broad-market funds.
LPXFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPXFX tax-loss harvesting finds highly correlated but non-identical funds.