LSPIX Mutual Fund
LSPIX Mutual Fund
NAV$5.68
AUM$47M
TER3.61%
Holdings86
LSPIX Mutual Fund
NAV$5.68
LoCorr Spectrum Income Fund Cl I
AUM$47M
TER3.61%
Holdings86
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.