LSFAX Mutual Fund
LSFAX Mutual Fund
NAV$7.86
TER0.99%
Holdings248
See how much of LSFAX you already own
LSFAX Mutual Fund
NAV$7.86
Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A
TER0.99%
Holdings248
See how much of LSFAX you already own
LSFAX Mutual Fund Overlap Analysis
LSFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 248 holdings, LSFAX may share significant positions with broad-market funds.
LSFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSFAX tax-loss harvesting finds highly correlated but non-identical funds.