LPXIX Mutual Fund
LPXIX Mutual Fund
NAV$9.54
TER0.60%
Holdings250
See how much of LPXIX you already own
LPXIX Mutual Fund
NAV$9.54
Cohen & Steers Low Duration Preferred and Income Fund Inc Class I
TER0.60%
Holdings250
See how much of LPXIX you already own
LPXIX Mutual Fund Overlap Analysis
LPXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 250 holdings, LPXIX may share significant positions with broad-market funds.
LPXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPXIX tax-loss harvesting finds highly correlated but non-identical funds.