LSHIX Mutual Fund
LSHIX Mutual Fund
NAV$5.86
AUM$324M
TER0.73%
Holdings439
See how much of LSHIX you already own
LSHIX Mutual Fund
NAV$5.86
Loomis Sayles Institutional High Income Fund
AUM$324M
TER0.73%
Holdings439
See how much of LSHIX you already own
LSHIX Mutual Fund Overlap Analysis
LSHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 439 holdings, LSHIX may share significant positions with broad-market funds.
LSHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSHIX tax-loss harvesting finds highly correlated but non-identical funds.