LSFNX Mutual Fund Analysis & Holdings | MarketXLS

LSFNX Mutual Fund

NAV$7.85

AUM$2M

TER0.69%

Holdings248

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LSFNX Mutual Fund

NAV$7.85

Loomis Sayles Senior Floating Rate and Fixed Income Fund Class N

AUM$2M

TER0.69%

Holdings248

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare LSFNX 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 LSFNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LSFNX Mutual Fund Overlap Analysis

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

LSFNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 248 holdings, LSFNX may share significant positions with broad-market funds.

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