LGOAX Mutual Fund
LGOAX Mutual Fund
NAV$56.40
AUM$1.0B
TER1.69%
Holdings36
See how much of LGOAX you already own
LGOAX Mutual Fund
NAV$56.40
Patient Opportunity Trust Class A
AUM$1.0B
TER1.69%
Holdings36
See how much of LGOAX you already own
LGOAX Mutual Fund Overlap Analysis
LGOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, LGOAX may share significant positions with broad-market funds.
LGOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGOAX tax-loss harvesting finds highly correlated but non-identical funds.