LONGX Mutual Fund
LONGX Mutual Fund
NAV$16.75
AUM$112M
TER1.99%
Holdings962
See how much of LONGX you already own
LONGX Mutual Fund
NAV$16.75
Longboard Alternative Growth Fund Class I
AUM$112M
TER1.99%
Holdings962
See how much of LONGX you already own
LONGX Mutual Fund Overlap Analysis
LONGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LONGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 962 holdings, LONGX may share significant positions with broad-market funds.
LONGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LONGX tax-loss harvesting finds highly correlated but non-identical funds.