LEGFX Mutual Fund Analysis & Holdings | MarketXLS

LEGFX Mutual Fund

NAV$12.38

AUM$45,438.15

TER1.22%

Holdings65

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LEGFX Mutual Fund

NAV$12.38

BrandywineGLOBAL - Small Cap Value Fund Class I

AUM$45,438.15

TER1.22%

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

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.