LSMSX Mutual Fund

NAV$9.69

AUM$94M

TER0.07%

Holdings237

LSMSX Mutual Fund

NAV$9.69

Western Asset SMASh Series TF Fund

AUM$94M

TER0.07%

Holdings237

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare LSMSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LSMSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LSMSX Mutual Fund Overlap Analysis

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

LSMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 237 holdings, LSMSX may share significant positions with broad-market funds.

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