LGBNX Mutual Fund
LGBNX Mutual Fund
NAV$9.56
AUM$1.4B
TER0.43%
Holdings1,073
See how much of LGBNX you already own
LGBNX Mutual Fund
NAV$9.56
Loomis Sayles Investment Grade Bond Fund Cl N
AUM$1.4B
TER0.43%
Holdings1,073
See how much of LGBNX you already own
LGBNX Mutual Fund Overlap Analysis
LGBNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGBNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1073 holdings, LGBNX may share significant positions with broad-market funds.
LGBNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGBNX tax-loss harvesting finds highly correlated but non-identical funds.