LGWCX Mutual Fund
LGWCX Mutual Fund
NAV$19.23
AUM$52,187.01
TER1.93%
Holdings12
See how much of LGWCX you already own
LGWCX Mutual Fund
NAV$19.23
Ladenburg Growth Fund Class C
AUM$52,187.01
TER1.93%
Holdings12
See how much of LGWCX you already own
LGWCX Mutual Fund Overlap Analysis
LGWCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, LGWCX may share significant positions with broad-market funds.
LGWCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGWCX tax-loss harvesting finds highly correlated but non-identical funds.