LEGHX Mutual Fund
LEGHX Mutual Fund
NAV$12.25
AUM$6,216.19
TER1.82%
Holdings65
See how much of LEGHX you already own
LEGHX Mutual Fund
NAV$12.25
BrandywineGLOBAL - Small Cap Value Fund Class R
AUM$6,216.19
TER1.82%
Holdings65
See how much of LEGHX you already own
LEGHX Mutual Fund Overlap Analysis
LEGHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LEGHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, LEGHX may share significant positions with broad-market funds.
LEGHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LEGHX tax-loss harvesting finds highly correlated but non-identical funds.