LEGAX Mutual Fund Analysis & Holdings | MarketXLS

LEGAX Mutual Fund

NAV$81.91

AUM$3.4B

TER0.97%

Holdings48

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LEGAX Mutual Fund

NAV$81.91

Columbia Cornerstone Growth Fund Class A

AUM$3.4B

TER0.97%

Holdings48

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 LEGAX 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 LEGAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LEGAX Mutual Fund Overlap Analysis

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

LEGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, LEGAX may share significant positions with broad-market funds.

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