LCGRX Mutual Fund
LCGRX Mutual Fund
NAV$29.73
AUM$71M
TER1.18%
Holdings96
See how much of LCGRX you already own
LCGRX Mutual Fund
NAV$29.73
Loomis Sayles Small Cap Growth Fund Retail Class
AUM$71M
TER1.18%
Holdings96
See how much of LCGRX you already own
LCGRX Mutual Fund Overlap Analysis
LCGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, LCGRX may share significant positions with broad-market funds.
LCGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCGRX tax-loss harvesting finds highly correlated but non-identical funds.