LSRIX Mutual Fund

NAV$7.49

AUM$172,927.94

TER1.25%

Holdings2

LSRIX Mutual Fund

NAV$7.49

Emerald Small Cap Value Fund Investor Class

AUM$172,927.94

TER1.25%

Holdings2

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 LSRIX 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 LSRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LSRIX Mutual Fund Overlap Analysis

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

LSRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, LSRIX may share significant positions with broad-market funds.

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