LUSIX Mutual Fund Analysis & Holdings | MarketXLS

LUSIX Mutual Fund

NAV$10.97

TER1.04%

Holdings398

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LUSIX Mutual Fund

NAV$10.97

Lazard US Systematic Small Cap Equity Portfolio Class Institutional

TER1.04%

Holdings398

See inside every fund you own

$45/quarter 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 LUSIX 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 LUSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LUSIX Mutual Fund Overlap Analysis

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

LUSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 398 holdings, LUSIX may share significant positions with broad-market funds.

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