LIGAX Mutual Fund
LIGAX Mutual Fund
NAV$9.55
AUM$117M
TER0.98%
Holdings1,073
See how much of LIGAX you already own
LIGAX Mutual Fund
NAV$9.55
Loomis Sayles Investment Grade Bond Fund Admin Class
AUM$117M
TER0.98%
Holdings1,073
See how much of LIGAX you already own
LIGAX Mutual Fund Overlap Analysis
LIGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LIGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1073 holdings, LIGAX may share significant positions with broad-market funds.
LIGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIGAX tax-loss harvesting finds highly correlated but non-identical funds.