LOGOX Mutual Fund
LOGOX Mutual Fund
NAV$40.74
AUM$41M
TER0.95%
Holdings60
See how much of LOGOX you already own
LOGOX Mutual Fund
NAV$40.74
Scharf Multi-Asset Opportunity Fund Institutional Class
AUM$41M
TER0.95%
Holdings60
See how much of LOGOX you already own
LOGOX Mutual Fund Overlap Analysis
LOGOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LOGOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, LOGOX may share significant positions with broad-market funds.
LOGOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LOGOX tax-loss harvesting finds highly correlated but non-identical funds.