LEGFX Mutual Fund
LEGFX Mutual Fund
NAV$12.38
AUM$45,438.15
TER1.22%
Holdings65
See how much of LEGFX you already own
LEGFX Mutual Fund
NAV$12.38
BrandywineGLOBAL - Small Cap Value Fund Class I
AUM$45,438.15
TER1.22%
Holdings65
See how much of LEGFX you already own
LEGFX Mutual Fund Overlap Analysis
LEGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LEGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, LEGFX may share significant positions with broad-market funds.
LEGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LEGFX tax-loss harvesting finds highly correlated but non-identical funds.