LOGSX Mutual Fund
LOGSX Mutual Fund
NAV$25.97
AUM$60M
TER1.04%
Holdings29
See how much of LOGSX you already own
LOGSX Mutual Fund
NAV$25.97
Live Oak Health Sciences Fund
AUM$60M
TER1.04%
Holdings29
See how much of LOGSX you already own
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 29 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.