LSHEX Mutual Fund Analysis & Holdings | MarketXLS

LSHEX Mutual Fund

NAV$30.25

AUM$91,113.45

TER1.49%

Holdings37

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LSHEX Mutual Fund

NAV$30.25

Kinetics Spin-Off and Corporate Restructuring Fund No Load Class

AUM$91,113.45

TER1.49%

Holdings37

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

LSHEX Mutual Fund Overlap Analysis

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

LSHEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, LSHEX may share significant positions with broad-market funds.

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