ILGRX Mutual Fund
ILGRX Mutual Fund
NAV$43.48
AUM$169M
TER0.56%
Holdings35
ILGRX Mutual Fund
NAV$43.48
Nomura Large Cap Growth Fund Class R6
AUM$169M
TER0.56%
Holdings35
ILGRX Mutual Fund Overlap Analysis
ILGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ILGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, ILGRX may share significant positions with broad-market funds.
ILGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ILGRX tax-loss harvesting finds highly correlated but non-identical funds.