LGMNX Mutual Fund
LGMNX Mutual Fund
NAV$28.24
AUM$262M
TER0.83%
Holdings482
See how much of LGMNX you already own
LGMNX Mutual Fund
NAV$28.24
Loomis Sayles Global Allocation Fund Class N
AUM$262M
TER0.83%
Holdings482
See how much of LGMNX you already own
LGMNX Mutual Fund Overlap Analysis
LGMNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 482 holdings, LGMNX may share significant positions with broad-market funds.
LGMNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGMNX tax-loss harvesting finds highly correlated but non-identical funds.