LSAAX Mutual Fund
LSAAX Mutual Fund
NAV$11.37
AUM$3M
TER1.84%
Holdings753
See how much of LSAAX you already own
LSAAX Mutual Fund
NAV$11.37
LoCorr Strategic Allocation Fund Class A
AUM$3M
TER1.84%
Holdings753
See how much of LSAAX you already own
LSAAX Mutual Fund Overlap Analysis
LSAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 753 holdings, LSAAX may share significant positions with broad-market funds.
LSAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSAAX tax-loss harvesting finds highly correlated but non-identical funds.