LSAIX Mutual Fund
LSAIX Mutual Fund
NAV$11.59
AUM$137M
TER1.59%
Holdings799
See how much of LSAIX you already own
LSAIX Mutual Fund
NAV$11.59
LoCorr Strategic Allocation Fund Class I
AUM$137M
TER1.59%
Holdings799
See how much of LSAIX you already own
LSAIX Mutual Fund Overlap Analysis
LSAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 799 holdings, LSAIX may share significant positions with broad-market funds.
LSAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSAIX tax-loss harvesting finds highly correlated but non-identical funds.