LSIIX Mutual Fund

NAV$9.64

AUM$5.6B

TER0.48%

Holdings1,073

See how much of LSIIX you already own

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LSIIX Mutual Fund

NAV$9.64

Loomis Sayles Investment Grade Bond Fund Class Y

AUM$5.6B

TER0.48%

Holdings1,073

See how much of LSIIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

LSIIX Mutual Fund Overlap Analysis

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

LSIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1073 holdings, LSIIX may share significant positions with broad-market funds.

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