USLIX Mutual Fund
USLIX Mutual Fund
NAV$60.89
AUM$2.1B
TER0.86%
Holdings29
USLIX Mutual Fund
NAV$60.89
John Hancock US Global Leaders Growth Fund Class I
AUM$2.1B
TER0.86%
Holdings29
USLIX Mutual Fund Overlap Analysis
USLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
USLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, USLIX may share significant positions with broad-market funds.
USLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. USLIX tax-loss harvesting finds highly correlated but non-identical funds.