LAGIX Mutual Fund
LAGIX Mutual Fund
NAV$22.24
AUM$74M
TER1.02%
Holdings11
See how much of LAGIX you already own
LAGIX Mutual Fund
NAV$22.24
Ladenburg Aggressive Growth Fund Class I
AUM$74M
TER1.02%
Holdings11
See how much of LAGIX you already own
LAGIX Mutual Fund Overlap Analysis
LAGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, LAGIX may share significant positions with broad-market funds.
LAGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAGIX tax-loss harvesting finds highly correlated but non-identical funds.