LOGRX Mutual Fund
LOGRX Mutual Fund
NAV$50.04
AUM$9M
TER1.14%
Holdings31
See how much of LOGRX you already own
LOGRX Mutual Fund
NAV$50.04
Scharf Fund Retail Class
AUM$9M
TER1.14%
Holdings31
See how much of LOGRX you already own
LOGRX Mutual Fund Overlap Analysis
LOGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LOGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, LOGRX may share significant positions with broad-market funds.
LOGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LOGRX tax-loss harvesting finds highly correlated but non-identical funds.