LGRNX Mutual Fund
LGRNX Mutual Fund
NAV$33.03
AUM$678M
TER0.56%
Holdings39
See how much of LGRNX you already own
LGRNX Mutual Fund
NAV$33.03
Loomis Sayles Growth Fund Class N
AUM$678M
TER0.56%
Holdings39
See how much of LGRNX you already own
LGRNX Mutual Fund Overlap Analysis
LGRNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGRNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, LGRNX may share significant positions with broad-market funds.
LGRNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGRNX tax-loss harvesting finds highly correlated but non-identical funds.