LSMIX Mutual Fund Holdings Overlap Calculator | MarketXLS

LSMIX Mutual Fund

NAV$17.28

AUM$120M

TER0.85%

Holdings83

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LSMIX Mutual Fund

NAV$17.28

Loomis Sayles Small/Mid Cap Growth Fund Institutional Class

AUM$120M

TER0.85%

Holdings83

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

LSMIX Mutual Fund Overlap Analysis

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

LSMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, LSMIX may share significant positions with broad-market funds.

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