LGMCX Mutual Fund
LGMCX Mutual Fund
NAV$25.95
AUM$452M
TER1.90%
Holdings482
See how much of LGMCX you already own
LGMCX Mutual Fund
NAV$25.95
Loomis Sayles Global Allocation Fund Class C
AUM$452M
TER1.90%
Holdings482
See how much of LGMCX you already own
LGMCX Mutual Fund Overlap Analysis
LGMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 482 holdings, LGMCX may share significant positions with broad-market funds.
LGMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGMCX tax-loss harvesting finds highly correlated but non-identical funds.