LSSNX Mutual Fund
LSSNX Mutual Fund
NAV$34.92
AUM$1.2B
TER0.82%
Holdings96
See how much of LSSNX you already own
LSSNX Mutual Fund
NAV$34.92
Loomis Sayles Small Cap Growth Fund Class N
AUM$1.2B
TER0.82%
Holdings96
See how much of LSSNX you already own
LSSNX Mutual Fund Overlap Analysis
LSSNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSSNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, LSSNX may share significant positions with broad-market funds.
LSSNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSSNX tax-loss harvesting finds highly correlated but non-identical funds.