LCGFX Mutual Fund
LCGFX Mutual Fund
NAV$31.42
TER0.65%
Holdings36
LCGFX Mutual Fund
NAV$31.42
William Blair Large Cap Growth Fund Class I
TER0.65%
Holdings36
LCGFX Mutual Fund Overlap Analysis
LCGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, LCGFX may share significant positions with broad-market funds.
LCGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCGFX tax-loss harvesting finds highly correlated but non-identical funds.