LGRRX Mutual Fund

NAV$29.29

AUM$1.2B

TER0.90%

Holdings39

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LGRRX Mutual Fund

NAV$29.29

Loomis Sayles Growth Fund Class A

AUM$1.2B

TER0.90%

Holdings39

See how much of LGRRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LGRRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LGRRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LGRRX Mutual Fund Overlap Analysis

LGRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LGRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, LGRRX may share significant positions with broad-market funds.

LGRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGRRX tax-loss harvesting finds highly correlated but non-identical funds.