LCGJX Mutual Fund
LCGJX Mutual Fund
NAV$31.58
TER0.60%
Holdings36
LCGJX Mutual Fund
NAV$31.58
William Blair Large Cap Growth Fund Class R6
TER0.60%
Holdings36
LCGJX Mutual Fund Overlap Analysis
LCGJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCGJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, LCGJX may share significant positions with broad-market funds.
LCGJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCGJX tax-loss harvesting finds highly correlated but non-identical funds.