LSCNX Mutual Fund

NAV$24.08

AUM$71M

TER0.85%

Holdings101

See how much of LSCNX you already own

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LSCNX Mutual Fund

NAV$24.08

Loomis Sayles Funds - Small Cap Value Fund Class N

AUM$71M

TER0.85%

Holdings101

See how much of LSCNX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LSCNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LSCNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LSCNX Mutual Fund Overlap Analysis

LSCNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LSCNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, LSCNX may share significant positions with broad-market funds.

LSCNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSCNX tax-loss harvesting finds highly correlated but non-identical funds.