SUSLX Mutual Fund
SUSLX Mutual Fund
NAV$14.91
TER1.00%
Holdings50
See how much of SUSLX you already own
SUSLX Mutual Fund
NAV$14.91
Lazard US Sustainable Equity Portfolio Open Class
TER1.00%
Holdings50
See how much of SUSLX you already own
SUSLX Mutual Fund Overlap Analysis
SUSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SUSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, SUSLX may share significant positions with broad-market funds.
SUSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SUSLX tax-loss harvesting finds highly correlated but non-identical funds.