LOGSX Mutual Fund
NAV$26.00
AUM$56M
TER1.04%
Holdings31
LOGSX Mutual Fund
NAV$26.00
Live Oak Health Sciences Fund
AUM$56M
TER1.04%
Holdings31
LOGSX Mutual Fund Overlap Analysis
LOGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LOGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, LOGSX may share significant positions with broad-market funds.
LOGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LOGSX tax-loss harvesting finds highly correlated but non-identical funds.