LEGIX Mutual Fund Analysis & Holdings | MarketXLS

LEGIX Mutual Fund

NAV$18.83

AUM$1M

TER0.25%

Holdings12

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LEGIX Mutual Fund

NAV$18.83

BlackRock LifePath ESG Index 2050 Fund Institutional Class

AUM$1M

TER0.25%

Holdings12

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

LEGIX Mutual Fund Overlap Analysis

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

LEGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, LEGIX may share significant positions with broad-market funds.

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