LSMNX Mutual Fund
LSMNX Mutual Fund
NAV$17.38
AUM$27M
TER0.83%
Holdings83
See how much of LSMNX you already own
LSMNX Mutual Fund
NAV$17.38
Loomis Sayles Small/Mid Cap Growth Fund Class N
AUM$27M
TER0.83%
Holdings83
See how much of LSMNX you already own
LSMNX Mutual Fund Overlap Analysis
LSMNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, LSMNX may share significant positions with broad-market funds.
LSMNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSMNX tax-loss harvesting finds highly correlated but non-identical funds.