LSTOX Mutual Fund
LSTOX Mutual Fund
NAV$12.08
AUM$277M
TER1.15%
Holdings56
LSTOX Mutual Fund
NAV$12.08
Lazard Global Strategic Equity Portfolio Open Shares
AUM$277M
TER1.15%
Holdings56
LSTOX Mutual Fund Overlap Analysis
LSTOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSTOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, LSTOX may share significant positions with broad-market funds.
LSTOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSTOX tax-loss harvesting finds highly correlated but non-identical funds.