LSPAX Mutual Fund
LSPAX Mutual Fund
NAV$5.75
AUM$20M
TER3.86%
Holdings86
LSPAX Mutual Fund
NAV$5.75
LoCorr Spectrum Income Fund Cl A
AUM$20M
TER3.86%
Holdings86
LSPAX Mutual Fund Overlap Analysis
LSPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, LSPAX may share significant positions with broad-market funds.
LSPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSPAX tax-loss harvesting finds highly correlated but non-identical funds.