LPXRX Mutual Fund
LPXRX Mutual Fund
NAV$9.61
TER1.10%
Holdings250
LPXRX Mutual Fund
NAV$9.61
Cohen & Steers Low Duration Preferred and Income Fund Inc Class R
TER1.10%
Holdings250
LPXRX Mutual Fund Overlap Analysis
LPXRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LPXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 250 holdings, LPXRX may share significant positions with broad-market funds.
LPXRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPXRX tax-loss harvesting finds highly correlated but non-identical funds.