LSTIX Mutual Fund
LSTIX Mutual Fund
NAV$13.14
AUM$12M
TER0.90%
Holdings56
See how much of LSTIX you already own
LSTIX Mutual Fund
NAV$13.14
Lazard Global Strategic Equity Portfolio Institutional Shares
AUM$12M
TER0.90%
Holdings56
See how much of LSTIX you already own
LSTIX Mutual Fund Overlap Analysis
LSTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, LSTIX may share significant positions with broad-market funds.
LSTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSTIX tax-loss harvesting finds highly correlated but non-identical funds.