LOGIX Mutual Fund

NAV$54.90

AUM$407M

TER0.89%

Holdings31

LOGIX Mutual Fund

NAV$54.90

Scharf Fund Institutional Class

AUM$407M

TER0.89%

Holdings31

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

LOGIX Mutual Fund Overlap Analysis

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

LOGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, LOGIX may share significant positions with broad-market funds.

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