LEGGX Mutual Fund
LEGGX Mutual Fund
NAV$12.35
AUM$106,591.58
TER1.12%
Holdings65
See how much of LEGGX you already own
LEGGX Mutual Fund
NAV$12.35
BrandywineGLOBAL - Small Cap Value Fund Class IS
AUM$106,591.58
TER1.12%
Holdings65
See how much of LEGGX you already own
LEGGX Mutual Fund Overlap Analysis
LEGGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LEGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, LEGGX may share significant positions with broad-market funds.
LEGGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LEGGX tax-loss harvesting finds highly correlated but non-identical funds.