LCGSX Mutual Fund Analysis & Holdings | MarketXLS

LCGSX Mutual Fund

TER0.70%

Holdings18

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LCGSX Mutual Fund

Franklin Multi-Asset Conservative Growth Fund Class IS

TER0.70%

Holdings18

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LCGSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LCGSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LCGSX Mutual Fund Overlap Analysis

LCGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LCGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LCGSX may share significant positions with broad-market funds.

LCGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCGSX tax-loss harvesting finds highly correlated but non-identical funds.