LSHAX Mutual Fund
LSHAX Mutual Fund
NAV$29.65
AUM$8M
TER1.50%
Holdings37
See how much of LSHAX you already own
LSHAX Mutual Fund
NAV$29.65
Kinetics Spin-Off and Corporate Restructuring Fund Advisor A Class
AUM$8M
TER1.50%
Holdings37
See how much of LSHAX you already own
LSHAX Mutual Fund Overlap Analysis
LSHAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, LSHAX may share significant positions with broad-market funds.
LSHAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSHAX tax-loss harvesting finds highly correlated but non-identical funds.