LYRBX Mutual Fund

LYRBX Mutual Fund

NAV$34.39
See what you own twice
Check LYRBX against your other funds. Free for up to 5.
Check my overlap

Holdings Overlap Analysis

Compare LYRBX 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 LYRBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LYRBX Mutual Fund Overlap Analysis

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

LYRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, LYRBX may share significant positions with broad-market funds.

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