LEGDX Mutual Fund Analysis & Holdings | MarketXLS

LEGDX Mutual Fund

NAV$12.32

AUM$549,090.52

TER1.47%

Holdings65

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LEGDX Mutual Fund

NAV$12.32

BrandywineGLOBAL - Small Cap Value Fund Class A

AUM$549,090.52

TER1.47%

Holdings65

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

LEGDX Mutual Fund Overlap Analysis

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

LEGDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, LEGDX may share significant positions with broad-market funds.

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