LEGCX Mutual Fund
LEGCX Mutual Fund
NAV$54.90
AUM$44M
TER1.72%
Holdings48
LEGCX Mutual Fund
NAV$54.90
Columbia Cornerstone Growth Fund Class C
AUM$44M
TER1.72%
Holdings48
LEGCX Mutual Fund Overlap Analysis
LEGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LEGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, LEGCX may share significant positions with broad-market funds.
LEGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LEGCX tax-loss harvesting finds highly correlated but non-identical funds.