LOGBX Mutual Fund
LOGBX Mutual Fund
NAV$41.33
AUM$10M
TER1.20%
Holdings60
See how much of LOGBX you already own
LOGBX Mutual Fund
NAV$41.33
Scharf Multi-Asset Opportunity Fund Retail Class
AUM$10M
TER1.20%
Holdings60
See how much of LOGBX you already own
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.