LOGBX Mutual Fund

NAV$40.51

AUM$9M

TER1.20%

Holdings60

LOGBX Mutual Fund

NAV$40.51

Scharf Multi-Asset Opportunity Fund Retail Class

AUM$9M

TER1.20%

Holdings60

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Holdings Overlap Analysis

Compare LOGBX 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 LOGBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LOGBX Mutual Fund Overlap Analysis

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

LOGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, LOGBX may share significant positions with broad-market funds.

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