LSBNX Mutual Fund
LSBNX Mutual Fund
NAV$11.53
AUM$438M
TER0.59%
Holdings708
See how much of LSBNX you already own
LSBNX Mutual Fund
NAV$11.53
Loomis Sayles Income Fund Class N
AUM$438M
TER0.59%
Holdings708
See how much of LSBNX you already own
LSBNX Mutual Fund Overlap Analysis
LSBNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSBNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 708 holdings, LSBNX may share significant positions with broad-market funds.
LSBNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSBNX tax-loss harvesting finds highly correlated but non-identical funds.