LGILX Mutual Fund
LGILX Mutual Fund
NAV$27.37
AUM$2.1B
TER0.73%
Holdings121
LGILX Mutual Fund
NAV$27.37
Schwab Large Cap Growth Opportunities Fund
AUM$2.1B
TER0.73%
Holdings121
LGILX Mutual Fund Overlap Analysis
LGILX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, LGILX may share significant positions with broad-market funds.
LGILX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGILX tax-loss harvesting finds highly correlated but non-identical funds.