LSFIX Mutual Fund
LSFIX Mutual Fund
NAV$11.97
AUM$417M
TER0.62%
Holdings839
See how much of LSFIX you already own
LSFIX Mutual Fund
NAV$11.97
Loomis Sayles Fixed Income Fund Institutional Class
AUM$417M
TER0.62%
Holdings839
See how much of LSFIX you already own
LSFIX Mutual Fund Overlap Analysis
LSFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 839 holdings, LSFIX may share significant positions with broad-market funds.
LSFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSFIX tax-loss harvesting finds highly correlated but non-identical funds.