LSSCX Mutual Fund
LSSCX Mutual Fund
NAV$24.07
AUM$235M
TER0.90%
Holdings101
See how much of LSSCX you already own
LSSCX Mutual Fund
NAV$24.07
Loomis Sayles Funds - Small Cap Value Fund Institutional Class
AUM$235M
TER0.90%
Holdings101
See how much of LSSCX you already own
LSSCX Mutual Fund Overlap Analysis
LSSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, LSSCX may share significant positions with broad-market funds.
LSSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSSCX tax-loss harvesting finds highly correlated but non-identical funds.