LSAGX Mutual Fund Analysis & Holdings | MarketXLS

LSAGX Mutual Fund

NAV$23.04

AUM$2M

TER1.20%

Holdings46

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LSAGX Mutual Fund

NAV$23.04

Loomis Sayles Global Growth Fund Class A

AUM$2M

TER1.20%

Holdings46

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LSAGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LSAGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LSAGX Mutual Fund Overlap Analysis

LSAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LSAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, LSAGX may share significant positions with broad-market funds.

LSAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSAGX tax-loss harvesting finds highly correlated but non-identical funds.