LSPIX Mutual Fund
LSPIX Mutual Fund
NAV$5.80
AUM$48M
TER3.61%
Holdings86
See how much of LSPIX you already own
LSPIX Mutual Fund
NAV$5.80
LoCorr Spectrum Income Fund Cl I
AUM$48M
TER3.61%
Holdings86
See how much of LSPIX you already own
LSPIX Mutual Fund Overlap Analysis
LSPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, LSPIX may share significant positions with broad-market funds.
LSPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSPIX tax-loss harvesting finds highly correlated but non-identical funds.