LIGRX Mutual Fund
LIGRX Mutual Fund
NAV$9.58
AUM$751M
TER0.73%
Holdings1,073
See how much of LIGRX you already own
LIGRX Mutual Fund
NAV$9.58
Loomis Sayles Investment Grade Bond Fund Class A
AUM$751M
TER0.73%
Holdings1,073
See how much of LIGRX you already own
LIGRX Mutual Fund Overlap Analysis
LIGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LIGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1073 holdings, LIGRX may share significant positions with broad-market funds.
LIGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIGRX tax-loss harvesting finds highly correlated but non-identical funds.