SUSRX Mutual Fund

TER0.70%

Holdings50

SUSRX Mutual Fund

Lazard US Sustainable Equity Portfolio Class R6

TER0.70%

Holdings50

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Holdings Overlap Analysis

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

SUSRX Mutual Fund Overlap Analysis

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

SUSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, SUSRX may share significant positions with broad-market funds.

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