LONGX Mutual Fund
NAV$17.09
AUM$111M
TER1.99%
Holdings962
LONGX Mutual Fund
NAV$17.09
Longboard Alternative Growth Fund Class I
AUM$111M
TER1.99%
Holdings962
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.