LSSIX Mutual Fund
LSSIX Mutual Fund
NAV$34.12
AUM$1.0B
TER0.93%
Holdings96
See how much of LSSIX you already own
LSSIX Mutual Fund
NAV$34.12
Loomis Sayles Small Cap Growth Fund Institutional Class
AUM$1.0B
TER0.93%
Holdings96
See how much of LSSIX you already own
LSSIX Mutual Fund Overlap Analysis
LSSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, LSSIX may share significant positions with broad-market funds.
LSSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSSIX tax-loss harvesting finds highly correlated but non-identical funds.