LCGSX Mutual Fund
LCGSX Mutual Fund
Franklin Multi-Asset Conservative Growth Fund Class IS
TER0.60%
Holdings18
See how much of LCGSX you already own
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.