LUIXX Mutual Fund Analysis & Holdings | MarketXLS

LUIXX Mutual Fund

NAV$1.00

TER0.18%

Holdings1

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LUIXX Mutual Fund

NAV$1.00

Western Asset Institutional US Treasury Obligations Money Market Fund Institutional Class

TER0.18%

Holdings1

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LUIXX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LUIXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LUIXX Mutual Fund Overlap Analysis

LUIXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LUIXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, LUIXX may share significant positions with broad-market funds.

LUIXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LUIXX tax-loss harvesting finds highly correlated but non-identical funds.