LGMCX Mutual Fund
LGMCX Mutual Fund
NAV$26.50
AUM$452M
TER1.90%
Holdings482
LGMCX Mutual Fund
NAV$26.50
Loomis Sayles Global Allocation Fund Class C
AUM$452M
TER1.90%
Holdings482
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.