LSCRX Mutual Fund
LSCRX Mutual Fund
NAV$22.94
AUM$73M
TER1.15%
Holdings101
See how much of LSCRX you already own
LSCRX Mutual Fund
NAV$22.94
Loomis Sayles Funds - Small Cap Value Fund Retail Class
AUM$73M
TER1.15%
Holdings101
See how much of LSCRX you already own
LSCRX Mutual Fund Overlap Analysis
LSCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, LSCRX may share significant positions with broad-market funds.
LSCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSCRX tax-loss harvesting finds highly correlated but non-identical funds.