LEGEX Mutual Fund Analysis & Holdings | MarketXLS

LEGEX Mutual Fund

NAV$12.19

AUM$41,234.48

TER2.22%

Holdings65

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

LEGEX Mutual Fund

NAV$12.19

BrandywineGLOBAL - Small Cap Value Fund Class C

AUM$41,234.48

TER2.22%

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

Compare With

🔍

Discover Portfolio Overlap

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

LEGEX Mutual Fund Overlap Analysis

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

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

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